Key Financial Inc’s Veeva Systems VEEV Stock Holding History

Key Financial Inc’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	$8.78K	Hold	50	–	–	﹤0.01%	910
2025 Q4	$11.2K	Sell	50 -104	-68%	-$27.6K	﹤0.01%	858
2025 Q3	$45.2K	Hold	154	–	–	0.01%	543
2025 Q2	$44.3K	Hold	154	–	–	0.01%	523
2025 Q1	$35.7K	Buy	154 +95	+161%	+$21.7K	0.01%	539
2024 Q4	$12.4K	Buy	59 +9	+18%	+$1.98K	﹤0.01%	772
2024 Q3	$10.5K	Hold	50	–	–	﹤0.01%	782
2024 Q2	$9.15K	Hold	50	–	–	﹤0.01%	803
2024 Q1	$11.6K	Hold	50	–	–	﹤0.01%	719
2023 Q4	$9.63K	Hold	50	–	–	﹤0.01%	746
2023 Q3	$10.2K	Hold	50	–	–	﹤0.01%	707
2023 Q2	$9.89K	Hold	50	–	–	﹤0.01%	727
2023 Q1	$9.19K	Hold	50	–	–	﹤0.01%	705
2022 Q4	$8.24K	Hold	50	–	–	﹤0.01%	674
2022 Q3	$8K	Hold	50	–	–	﹤0.01%	702
2022 Q2	$10K	Sell	50 -491	-91%	-$90.3K	0.01%	644
2022 Q1	$115K	Hold	541	–	–	0.06%	229
2021 Q4	$138K	Sell	541 -9	-2%	-$2.62K	0.07%	190
2021 Q3	$158K	Hold	550	–	–	0.09%	170
2021 Q2	$183K	Buy	550 +30	+6%	+$8.36K	0.1%	161
2021 Q1	$136K	Hold	520	–	–	0.09%	168
2020 Q4	$142K	Buy	+520	New	+$146K	0.11%	150
2020 Q2	–	Sell	-1,000	Closed	-$158K	–	613
2020 Q1	$158K	Buy	+1,000	New	+$147K	0.16%	110

Other funds holding VEEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Key Financial Inc's VEEV Position: Q1 2026 in Review

Key Financial Inc held its Veeva Systems (VEEV) position steady in Q1 2026 at 50 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Key Financial Inc first reported a position in VEEV in Q1 2020 and has held it in 23 quarters since. The position peaked at $183K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Key Financial Inc held 50 shares of Veeva Systems worth $8.78K as of Q1 2026.
Key Financial Inc left its Veeva Systems share count unchanged in Q1 2026.
Veeva Systems made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #910 holding.
Key Financial Inc first reported a position in Veeva Systems in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Veeva Systems position peaked at $183K in Q2 2021.
1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.