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Legacy Wealth Management (Idaho)’s Veeva Systems VEEV Stock Holding History

Legacy Wealth Management (Idaho)’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 		$10.9K Hold
62
– – 0.01% 471
2025
Q4 		$13.8K Sell
62
-51
-45% -$13.5K 0.01% 376
2025
Q3 		$33.7K Buy
113
+3
+3% +$844 0.02% 220
2025
Q2 		$31.7K Buy
110
+10
+10% +$2.48K 0.02% 192
2025
Q1 		$23.2K Hold
100
– – 0.02% 221
2024
Q4 		$23.7K Hold
100
– – 0.02% 198
2024
Q3 		$23.3K Buy
+100
New +$19.8K 0.01% 198

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

Legacy Wealth Management (Idaho)'s VEEV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Veeva Systems (VEEV) position steady in Q1 2026 at 62 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #471.

Legacy Wealth Management (Idaho) first reported a position in VEEV in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.7K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 62 shares of Veeva Systems worth $10.9K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Veeva Systems share count unchanged in Q1 2026.
  • Veeva Systems made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #471 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Veeva Systems in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Veeva Systems position peaked at $33.7K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.