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HHM Wealth Advisors’s Veeva Systems VEEV Stock Holding History

HHM Wealth 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
-21
Closed -$4.69K – 919
2025
Q4 		$4.69K Buy
+21
New +$5.57K ﹤0.01% 713
2025
Q3 		– Sell
-7
Closed -$2.02K – 939
2025
Q2 		$2.02K Hold
7
– – ﹤0.01% 763
2025
Q1 		$1.62K Hold
7
– – ﹤0.01% 784
2024
Q4 		$1.47K Buy
+7
New +$1.54K ﹤0.01% 792
2023
Q2 		– Sell
-34
Closed -$6.25K – 857
2023
Q1 		$6.25K Buy
+34
New +$5.8K ﹤0.01% 604

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HHM Wealth Advisors's VEEV Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 21 shares — an estimated $4.69K sold.

HHM Wealth Advisors first reported a position in VEEV in Q1 2023 and held it in 5 quarters. The position peaked at $6.25K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 21 Veeva Systems shares in Q1 2026, an estimated $4.69K.
  • HHM Wealth Advisors first reported a position in Veeva Systems in Q1 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's Veeva Systems position peaked at $6.25K in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.