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

Moran 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 		$4.31M Buy
24,557
+1,680
+7% +$330K 0.13% 217
2025
Q4 		$5.11M Buy
22,877
+938
+4% +$249K 0.16% 197
2025
Q3 		$6.54M Buy
21,939
+21
+0.1% +$5.91K 0.2% 140
2025
Q2 		$6.31M Sell
21,918
-346
-2% -$85.8K 0.19% 146
2025
Q1 		$5.16M Sell
22,264
-42,400
-66% -$9.69M 0.17% 167
2024
Q4 		$13.6M Buy
64,664
+1,906
+3% +$419K 0.43% 83
2024
Q3 		$13.2M Buy
62,758
+2,022
+3% +$400K 0.41% 86
2024
Q2 		$11.1M Buy
60,736
+2,698
+5% +$536K 0.37% 92
2024
Q1 		$13.4M Buy
58,038
+121
+0.2% +$26.1K 0.44% 81
2023
Q4 		$11.2M Buy
57,917
+1,548
+3% +$292K 0.4% 87
2023
Q3 		$11.5M Buy
56,369
+1,289
+2% +$260K 0.44% 82
2023
Q2 		$10.9M Buy
55,080
+144
+0.3% +$26.3K 0.41% 91
2023
Q1 		$10.1M Buy
54,936
+27,065
+97% +$4.62M 0.38% 97
2022
Q4 		$4.5M Buy
+27,871
New +$4.76M 0.17% 162

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

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

Moran Wealth Management increased its Veeva Systems (VEEV) stake by 7.3% in Q1 2026, buying an estimated $330K and bringing the position to 24,557 shares worth $4.31M. The position accounts for 0.13% of the portfolio, ranked #217.

Moran Wealth Management first reported a position in VEEV in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.6M in Q4 2024. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Moran Wealth Management held 24,557 shares of Veeva Systems worth $4.31M as of Q1 2026.
  • Moran Wealth Management bought 1,680 Veeva Systems shares in Q1 2026, an estimated $330K.
  • Veeva Systems made up 0.13% of Moran Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Moran Wealth Management first reported a position in Veeva Systems in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Veeva Systems position peaked at $13.6M in Q4 2024.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.