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Greenline Wealth Management’s Veeva Systems VEEV Stock Holding History

Greenline Wealth Management’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
-92
Closed -$20.5K – 499
2025
Q4 		$20.5K Buy
+92
New +$24.4K 0.02% 269

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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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 $3.37T AUM 44.26% 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

Greenline Wealth Management's VEEV Position: Q1 2026 in Review

Greenline Wealth Management sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 92 shares — an estimated $20.5K sold.

Greenline Wealth Management first reported a position in VEEV in Q4 2025 and held it in 1 quarter. The position peaked at $20.5K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Greenline Wealth Management reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 92 Veeva Systems shares in Q1 2026, an estimated $20.5K.
  • Greenline Wealth Management first reported a position in Veeva Systems in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Veeva Systems position peaked at $20.5K in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.