MWM
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Mission Wealth Management’s Veeva Systems VEEV Stock Holding History

Mission 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
2026
Q1 		$2.97M Buy
16,914
+151
+0.9% +$29.7K 0.06% 165
2025
Q4 		$3.74M Sell
16,763
-6,073
-27% -$1.61M 0.07% 150
2025
Q3 		$6.8M Sell
22,836
-1,065
-4% -$300K 0.14% 90
2025
Q2 		$6.88M Sell
23,901
-1,698
-7% -$421K 0.15% 86
2025
Q1 		$5.93M Sell
25,599
-7
-0% -$1.6K 0.15% 90
2024
Q4 		$5.38M Buy
25,606
+4
+0% +$880 0.13% 92
2024
Q3 		$5.37M Buy
25,602
+1,702
+7% +$336K 0.13% 87
2024
Q2 		$4.37M Sell
23,900
-1,302
-5% -$258K 0.12% 100
2024
Q1 		$5.84M Sell
25,202
-1,244
-5% -$268K 0.15% 95
2023
Q4 		$5.09M Sell
26,446
-2,928
-10% -$552K 0.17% 81
2023
Q3 		$5.98M Sell
29,374
-1,095
-4% -$221K 0.22% 66
2023
Q2 		$6.02M Sell
30,469
-9,264
-23% -$1.69M 0.23% 63
2023
Q1 		$7.3M Buy
39,733
+12,232
+44% +$2.09M 0.31% 49
2022
Q4 		$4.44M Sell
27,501
-136
-0.5% -$23.2K 0.21% 62
2022
Q3 		$4.56M Buy
27,637
+15
+0.1% +$3K 0.24% 56
2022
Q2 		$5.47M Sell
27,622
-54
-0.2% -$9.94K 0.29% 49
2022
Q1 		$5.88M Sell
27,676
-7
-0% -$1.52K 0.27% 52
2021
Q4 		$7.07M Buy
27,683
+890
+3% +$259K 0.32% 48
2021
Q3 		$7.72M Sell
26,793
-994
-4% -$315K 0.39% 41
2021
Q2 		$8.64M Buy
+27,787
New +$7.75M 0.46% 36

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

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

Mission Wealth Management increased its Veeva Systems (VEEV) stake by 0.9% in Q1 2026, buying an estimated $29.7K and bringing the position to 16,914 shares worth $2.97M. The position accounts for 0.06% of the portfolio, ranked #165.

Mission Wealth Management first reported a position in VEEV in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.64M in Q2 2021. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Mission Wealth Management held 16,914 shares of Veeva Systems worth $2.97M as of Q1 2026.
  • Mission Wealth Management bought 151 Veeva Systems shares in Q1 2026, an estimated $29.7K.
  • Veeva Systems made up 0.06% of Mission Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Mission Wealth Management first reported a position in Veeva Systems in Q2 2021 and has held it in 20 quarters since.
  • Mission Wealth Management's Veeva Systems position peaked at $8.64M in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.