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Medallion Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Medallion Wealth 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 		$10K Hold
57
– – ﹤0.01% 764
2025
Q4 		$12.7K Hold
57
– – ﹤0.01% 720
2025
Q3 		$17K Hold
57
– – 0.01% 661
2025
Q2 		$16.4K Hold
57
– – 0.01% 655
2025
Q1 		$13.2K Hold
57
– – 0.01% 643
2024
Q4 		$13.2K Buy
+57
New +$12.5K 0.01% 623

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

Medallion Wealth Advisors's VEEV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Veeva Systems (VEEV) position steady in Q1 2026 at 57 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Medallion Wealth Advisors first reported a position in VEEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $17K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Medallion Wealth Advisors held 57 shares of Veeva Systems worth $10K as of Q1 2026.
  • Medallion Wealth Advisors left its Veeva Systems share count unchanged in Q1 2026.
  • Veeva Systems made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #764 holding.
  • Medallion Wealth Advisors first reported a position in Veeva Systems in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Veeva Systems position peaked at $17K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.