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HBK Sorce Advisory’s Veeva Systems VEEV Stock Holding History

HBK Sorce Advisory’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
-1,184
Closed -$217K – 702
2025
Q4 		$217K Sell
1,184
-277
-19% -$73.5K 0.01% 567
2025
Q3 		$420K Sell
1,461
-175
-11% -$49.3K 0.01% 395
2025
Q2 		$471K Sell
1,636
-12
-0.7% -$2.98K 0.01% 352
2025
Q1 		$382K Sell
1,648
-153
-8% -$35K 0.01% 392
2024
Q4 		$379K Sell
1,801
-52
-3% -$11.4K 0.01% 396
2024
Q3 		$389K Sell
1,853
-257
-12% -$50.8K 0.01% 401
2024
Q2 		$386K Buy
2,110
+2
+0.1% +$397 0.01% 383
2024
Q1 		$488K Sell
2,108
-36
-2% -$7.77K 0.02% 344
2023
Q4 		$413K Sell
2,144
-480
-18% -$90.4K 0.02% 356
2023
Q3 		$534K Sell
2,624
-111
-4% -$22.4K 0.02% 297
2023
Q2 		$541K Buy
2,735
+62
+2% +$11.3K 0.02% 311
2023
Q1 		$491K Sell
2,673
-443
-14% -$75.6K 0.02% 325
2022
Q4 		$503K Buy
3,116
+427
+16% +$73K 0.01% 407
2022
Q3 		$443K Buy
2,689
+145
+6% +$29K 0.03% 289
2022
Q2 		$504K Buy
2,544
+900
+55% +$166K 0.04% 238
2022
Q1 		$349K Sell
1,644
-94
-5% -$20.4K 0.02% 372
2021
Q4 		$444K Sell
1,738
-734
-30% -$213K 0.02% 354
2021
Q3 		$712K Sell
2,472
-27
-1% -$8.57K 0.04% 253
2021
Q2 		$777K Buy
2,499
+536
+27% +$149K 0.04% 244
2021
Q1 		$513K Buy
1,963
+1,122
+133% +$313K 0.03% 297
2020
Q4 		$229K Buy
+841
New +$236K 0.01% 447

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 $3.37T 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

HBK Sorce Advisory's VEEV Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,184 shares — an estimated $217K sold.

HBK Sorce Advisory first reported a position in VEEV in Q4 2020 and held it in 21 quarters. The position peaked at $777K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,184 Veeva Systems shares in Q1 2026, an estimated $217K.
  • HBK Sorce Advisory first reported a position in Veeva Systems in Q4 2020 and held it in 21 quarters.
  • HBK Sorce Advisory's Veeva Systems position peaked at $777K in Q2 2021.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.