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NewEdge Wealth’s Veeva Systems VEEV Stock Holding History

NewEdge Wealth’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
-2,415
Closed -$539K – 1284
2025
Q4 		$539K Buy
2,415
+93
+4% +$24.7K 0.01% 814
2025
Q3 		$686K Sell
2,322
-4,073
-64% -$1.15M 0.01% 658
2025
Q2 		$1.79M Buy
6,395
+5,213
+441% +$1.29M 0.03% 406
2025
Q1 		$274K Sell
1,182
-52
-4% -$11.9K 0.01% 791
2024
Q4 		$259K Buy
1,234
+67
+6% +$14.7K ﹤0.01% 801
2024
Q3 		$245K Buy
+1,167
New +$231K ﹤0.01% 781
2023
Q4 		– Sell
-10,059
Closed -$2.05M – 766
2023
Q3 		$2.05M Buy
10,059
+60
+0.6% +$12.1K 0.06% 254
2023
Q2 		$1.98M Buy
9,999
+48
+0.5% +$8.75K 0.07% 256
2023
Q1 		$1.83M Buy
9,951
+2,979
+43% +$508K 0.07% 237
2022
Q4 		$1.13M Sell
6,972
-48
-0.7% -$8.2K 0.05% 278
2022
Q3 		$1.16M Buy
+7,020
New +$1.4M 0.05% 257

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

NewEdge Wealth's VEEV Position: Q1 2026 in Review

NewEdge Wealth sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 2,415 shares — an estimated $539K sold.

NewEdge Wealth first reported a position in VEEV in Q3 2022 and held it in 11 quarters. The position peaked at $2.05M in Q3 2023. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • NewEdge Wealth reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 2,415 Veeva Systems shares in Q1 2026, an estimated $539K.
  • NewEdge Wealth first reported a position in Veeva Systems in Q3 2022 and held it in 11 quarters.
  • NewEdge Wealth's Veeva Systems position peaked at $2.05M in Q3 2023.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.