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Kestra Investment Management’s Veeva Systems VEEV Stock Holding History

Kestra Investment 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
-4,357
Closed -$973K – 509
2025
Q4 		$973K Buy
4,357
+118
+3% +$31.3K 0.02% 209
2025
Q3 		$1.26M Sell
4,239
-919
-18% -$259K 0.03% 170
2025
Q2 		$1.49M Buy
5,158
+471
+10% +$117K 0.05% 138
2025
Q1 		$1.09M Buy
4,687
+1,189
+34% +$272K 0.03% 159
2024
Q4 		$735K Buy
3,498
+1,186
+51% +$261K 0.03% 179
2024
Q3 		$485K Buy
+2,312
New +$457K 0.02% 215

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

Kestra Investment Management's VEEV Position: Q1 2026 in Review

Kestra Investment Management sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 4,357 shares — an estimated $973K sold.

Kestra Investment Management first reported a position in VEEV in Q3 2024 and held it in 6 quarters. The position peaked at $1.49M in Q2 2025. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Kestra Investment Management reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 4,357 Veeva Systems shares in Q1 2026, an estimated $973K.
  • Kestra Investment Management first reported a position in Veeva Systems in Q3 2024 and held it in 6 quarters.
  • Kestra Investment Management's Veeva Systems position peaked at $1.49M in Q2 2025.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

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