MAI Capital Management’s Veeva Systems VEEV Stock Holding History

MAI Capital 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	$578K	Buy	3,293 +1,015	+45%	+$199K	﹤0.01%	966
2025 Q4	$508K	Sell	2,278 -1,166	-34%	-$309K	﹤0.01%	956
2025 Q3	$1.03M	Buy	3,444 +2,271	+194%	+$639K	0.01%	697
2025 Q2	$338K	Buy	1,173 +206	+21%	+$51.1K	﹤0.01%	973
2025 Q1	$224K	Sell	967 -8	-0.8%	-$1.83K	﹤0.01%	1076
2024 Q4	$205K	Sell	975 -531	-35%	-$117K	﹤0.01%	1140
2024 Q3	$316K	Sell	1,506 -589	-28%	-$116K	﹤0.01%	860
2024 Q2	$383K	Buy	2,095 +193	+10%	+$38.3K	﹤0.01%	906
2024 Q1	$441K	Sell	1,902 -52	-3%	-$11.2K	﹤0.01%	851
2023 Q4	$376K	Buy	+1,954	New	+$368K	0.01%	797
2022 Q3	–	Sell	-1,122	Closed	-$222K	–	1045
2022 Q2	$222K	Buy	1,122 +5	+0.4%	+$920	﹤0.01%	777
2022 Q1	$237K	Sell	1,117 -378	-25%	-$82K	﹤0.01%	767
2021 Q4	$382K	Buy	1,495 +766	+105%	+$223K	0.01%	643
2021 Q3	$210K	Buy	+729	New	+$231K	﹤0.01%	720

Other funds holding VEEV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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