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Foundations Investment Advisors’s Veeva Systems VEEV Stock Holding History

Foundations Investment Advisors’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,352
Closed -$302K – 1255
2025
Q4 		$302K Sell
1,352
-563
-29% -$149K ﹤0.01% 890
2025
Q3 		$571K Buy
1,915
+266
+16% +$74.9K 0.01% 620
2025
Q2 		$475K Sell
1,649
-528
-24% -$131K 0.01% 594
2025
Q1 		$504K Sell
2,177
-770
-26% -$176K 0.01% 580
2024
Q4 		$620K Buy
2,947
+439
+18% +$96.5K 0.01% 502
2024
Q3 		$526K Buy
2,508
+5
+0.2% +$988 0.01% 508
2024
Q2 		$458K Buy
2,503
+140
+6% +$27.8K 0.01% 515
2024
Q1 		$547K Buy
2,363
+113
+5% +$24.4K 0.01% 448
2023
Q4 		$459K Buy
2,250
+80
+4% +$15.1K 0.01% 455
2023
Q3 		$441K Sell
2,170
-351
-14% -$70.7K 0.01% 421
2023
Q2 		$498K Sell
2,521
-45
-2% -$8.21K 0.02% 364
2023
Q1 		$472K Buy
+2,566
New +$438K 0.02% 331
2021
Q3 		– Sell
-999
Closed -$321K – 338
2021
Q2 		$321K Buy
+999
New +$278K 0.02% 224

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foundations Investment Advisors's VEEV Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,352 shares — an estimated $302K sold.

Foundations Investment Advisors first reported a position in VEEV in Q2 2021 and held it in 13 quarters. The position peaked at $620K in Q4 2024. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,352 Veeva Systems shares in Q1 2026, an estimated $302K.
  • Foundations Investment Advisors first reported a position in Veeva Systems in Q2 2021 and held it in 13 quarters.
  • Foundations Investment Advisors's Veeva Systems position peaked at $620K in Q4 2024.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.