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Personal CFO Solutions’s Veeva Systems VEEV Stock Holding History

Personal CFO Solutions’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
-1,213
Closed -$271K – 567
2025
Q4 		$271K Buy
1,213
+50
+4% +$13.3K 0.04% 405
2025
Q3 		$346K Buy
1,163
+39
+3% +$11K 0.06% 297
2025
Q2 		$324K Buy
1,124
+15
+1% +$3.72K 0.06% 307
2025
Q1 		$257K Sell
1,109
-22
-2% -$5.03K 0.05% 356
2024
Q4 		$238K Sell
1,131
-59
-5% -$13K 0.05% 393
2024
Q3 		$250K Sell
1,190
-110
-8% -$21.7K 0.03% 475
2024
Q2 		$238K Sell
1,300
-9
-0.7% -$1.79K 0.04% 450
2024
Q1 		$303K Buy
1,309
+17
+1% +$3.67K 0.05% 392
2023
Q4 		$249K Buy
1,292
+201
+18% +$37.9K 0.04% 425
2023
Q3 		$222K Buy
1,091
+61
+6% +$12.3K 0.04% 410
2023
Q2 		$204K Buy
+1,030
New +$188K 0.04% 442
2022
Q1 		– Sell
-1,036
Closed -$265K – 518
2021
Q4 		$265K Sell
1,036
-27
-3% -$7.85K 0.05% 362
2021
Q3 		$306K Buy
1,063
+20
+2% +$6.35K 0.06% 284
2021
Q2 		$324K Buy
1,043
+82
+9% +$22.9K 0.07% 268
2021
Q1 		$251K Buy
+961
New +$268K 0.05% 316

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

Personal CFO Solutions's VEEV Position: Q1 2026 in Review

Personal CFO Solutions sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,213 shares — an estimated $271K sold.

Personal CFO Solutions first reported a position in VEEV in Q1 2021 and held it in 15 quarters. The position peaked at $346K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Personal CFO Solutions reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 1,213 Veeva Systems shares in Q1 2026, an estimated $271K.
  • Personal CFO Solutions first reported a position in Veeva Systems in Q1 2021 and held it in 15 quarters.
  • Personal CFO Solutions's Veeva Systems position peaked at $346K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.