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LGT Financial Advisors’s Veeva Systems VEEV Stock Holding History

LGT Financial Advisors’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
-52
Closed -$11.6K – 277
2025
Q4 		$11.6K Hold
52
– – 0.07% 125
2025
Q3 		$15.5K Hold
52
– – 0.03% 203
2025
Q2 		$15K Buy
+52
New +$12.9K 0.04% 180

Other funds holding VEEV

BlackRock
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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

LGT Financial Advisors's VEEV Position: Q1 2026 in Review

LGT Financial Advisors sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 52 shares — an estimated $11.6K sold.

LGT Financial Advisors first reported a position in VEEV in Q2 2025 and held it in 3 quarters. The position peaked at $15.5K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • LGT Financial Advisors reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 52 Veeva Systems shares in Q1 2026, an estimated $11.6K.
  • LGT Financial Advisors first reported a position in Veeva Systems in Q2 2025 and held it in 3 quarters.
  • LGT Financial Advisors's Veeva Systems position peaked at $15.5K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.