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Patriot Financial Group Insurance Agency’s Veeva Systems VEEV Stock Holding History

Patriot Financial Group Insurance Agency’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
-4,529
Closed -$1.01M – 726
2025
Q4 		$1.01M Buy
4,529
+9
+0.2% +$2.39K 0.12% 206
2025
Q3 		$1.35M Sell
4,520
-2,015
-31% -$567K 0.17% 156
2025
Q2 		$1.88M Buy
6,535
+34
+0.5% +$8.43K 0.22% 120
2025
Q1 		$1.51M Sell
6,501
-474
-7% -$108K 0.2% 126
2024
Q4 		$1.47M Buy
6,975
+51
+0.7% +$11.2K 0.2% 115
2024
Q3 		$1.45M Buy
6,924
+48
+0.7% +$9.49K 0.2% 122
2024
Q2 		$1.26M Buy
6,876
+1,370
+25% +$272K 0.19% 128
2024
Q1 		$1.28M Buy
5,506
+48
+0.9% +$10.4K 0.2% 117
2023
Q4 		$1.05M Buy
5,458
+766
+16% +$144K 0.2% 126
2023
Q3 		$955K Sell
4,692
-391
-8% -$78.8K 0.2% 133
2023
Q2 		$1.01M Buy
5,083
+1,572
+45% +$287K 0.19% 131
2023
Q1 		$645K Buy
3,511
+65
+2% +$11.1K 0.13% 178
2022
Q4 		$556K Sell
3,446
-110
-3% -$18.8K 0.07% 191
2022
Q3 		$586K Sell
3,556
-263
-7% -$52.5K 0.14% 174
2022
Q2 		$756K Buy
3,819
+491
+15% +$90.3K 0.15% 142
2022
Q1 		$707K Buy
3,328
+88
+3% +$19.1K 0.13% 184
2021
Q4 		$828K Buy
3,240
+71
+2% +$20.6K 0.14% 159
2021
Q3 		$913K Sell
3,169
-1,131
-26% -$359K 0.16% 138
2021
Q2 		$1.34M Buy
4,300
+206
+5% +$57.4K 0.24% 96
2021
Q1 		$1.07M Buy
4,094
+128
+3% +$35.7K 0.25% 98
2020
Q4 		$1.08M Buy
3,966
+406
+11% +$114K 0.27% 85
2020
Q3 		$1M Sell
3,560
-128
-3% -$33.7K 0.33% 63
2020
Q2 		$865K Buy
3,688
+1,373
+59% +$272K 0.33% 66
2020
Q1 		$362K Buy
2,315
+1,465
+172% +$215K 0.17% 138
2019
Q4 		$120K Buy
850
+450
+113% +$66.1K 0.05% 311
2019
Q3 		$61K Hold
400
– – 0.03% 411
2019
Q2 		$67K Hold
400
– – 0.03% 395
2019
Q1 		$51K Buy
+400
New +$45.1K 0.03% 383

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Patriot Financial Group Insurance Agency's VEEV Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 4,529 shares — an estimated $1.01M sold.

Patriot Financial Group Insurance Agency first reported a position in VEEV in Q1 2019 and held it in 28 quarters. The position peaked at $1.88M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,529 Veeva Systems shares in Q1 2026, an estimated $1.01M.
  • Patriot Financial Group Insurance Agency first reported a position in Veeva Systems in Q1 2019 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's Veeva Systems position peaked at $1.88M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.