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Northwest Wealth Management’s Veeva Systems VEEV Stock Holding History

Northwest 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 		– Sell
-956
Closed -$213K – 278
2025
Q4 		$213K Buy
956
+55
+6% +$14.6K 0.03% 232
2025
Q3 		$268K Hold
901
– – 0.04% 169
2025
Q2 		$259K Buy
+901
New +$223K 0.05% 164

Other funds holding VEEV

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AllianceBernstein
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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

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

Northwest Wealth Management sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 956 shares — an estimated $213K sold.

Northwest Wealth Management first reported a position in VEEV in Q2 2025 and held it in 3 quarters. The position peaked at $268K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Northwest Wealth Management reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Northwest Wealth Management sold 956 Veeva Systems shares in Q1 2026, an estimated $213K.
  • Northwest Wealth Management first reported a position in Veeva Systems in Q2 2025 and held it in 3 quarters.
  • Northwest Wealth Management's Veeva Systems position peaked at $268K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Northwest Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.