KRW
VEEV icon

Kaufman Rossin Wealth’s Veeva Systems VEEV Stock Holding History

Kaufman Rossin Wealth’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
-1,279
Closed -$286K – 158
2025
Q4 		$286K Sell
1,279
-495
-28% -$131K 0.15% 112
2025
Q3 		$529K Buy
1,774
+139
+9% +$39.1K 0.29% 46
2025
Q2 		$471K Buy
+1,635
New +$405K 0.3% 49

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

Kaufman Rossin Wealth's VEEV Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,279 shares — an estimated $286K sold.

Kaufman Rossin Wealth first reported a position in VEEV in Q2 2025 and held it in 3 quarters. The position peaked at $529K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 1,279 Veeva Systems shares in Q1 2026, an estimated $286K.
  • Kaufman Rossin Wealth first reported a position in Veeva Systems in Q2 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Veeva Systems position peaked at $529K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

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