PAG
VEEV icon

Poinciana Advisors Group’s Veeva Systems VEEV Stock Holding History

Poinciana Advisors Group’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
-1,039
Closed -$232K – 156
2025
Q4 		$232K Sell
1,039
-171
-14% -$45.4K 0.18% 115
2025
Q3 		$360K Sell
1,210
-11
-0.9% -$3.1K 0.3% 56
2025
Q2 		$352K Buy
+1,221
New +$303K 0.32% 58

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

Poinciana Advisors Group's VEEV Position: Q1 2026 in Review

Poinciana Advisors Group sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,039 shares — an estimated $232K sold.

Poinciana Advisors Group first reported a position in VEEV in Q2 2025 and held it in 3 quarters. The position peaked at $360K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Poinciana Advisors Group reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,039 Veeva Systems shares in Q1 2026, an estimated $232K.
  • Poinciana Advisors Group first reported a position in Veeva Systems in Q2 2025 and held it in 3 quarters.
  • Poinciana Advisors Group's Veeva Systems position peaked at $360K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.