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Kingsview Wealth Management’s Veeva Systems VEEV Stock Holding History

Kingsview Wealth 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
2019
Q2 		– Sell
-100
Closed -$2K – 526
2019
Q1 		$2K Buy
+100
New +$11.3K ﹤0.01% 467

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

Kingsview Wealth Management's VEEV Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Veeva Systems (VEEV) stake by 2.1% in Q1 2026, selling an estimated $24.4K and leaving 5,836 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #689.

Kingsview Wealth Management first reported a position in VEEV in Q1 2019 and has held it in 27 quarters since. The position peaked at $5.09M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Kingsview Wealth Management held 5,836 shares of Veeva Systems worth $1.03M as of Q1 2026.
  • Kingsview Wealth Management sold 124 Veeva Systems shares in Q1 2026, an estimated $24.4K.
  • Veeva Systems made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #689 holding.
  • Kingsview Wealth Management first reported a position in Veeva Systems in Q1 2019 and has held it in 27 quarters since.
  • Kingsview Wealth Management's Veeva Systems position peaked at $5.09M in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.