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Private Advisory Group’s Veeva Systems VEEV Stock Holding History

Private Advisory 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
-1,025
Closed -$229K – 325
2025
Q4 		$229K Buy
+1,025
New +$272K 0.02% 229
2020
Q4 		– Sell
-1,942
Closed -$546K – 128
2020
Q3 		$546K Sell
1,942
-357
-16% -$94.1K 0.22% 64
2020
Q2 		$539K Buy
+2,299
New +$456K 0.22% 69
2019
Q4 		– Sell
-2,708
Closed -$413K – 130
2019
Q3 		$413K Buy
+2,708
New +$434K 0.18% 79

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 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 $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Advisory Group's VEEV Position: Q1 2026 in Review

Private Advisory Group sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,025 shares — an estimated $229K sold.

Private Advisory Group first reported a position in VEEV in Q3 2019 and held it in 4 quarters. The position peaked at $546K in Q3 2020. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Private Advisory Group reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Private Advisory Group sold 1,025 Veeva Systems shares in Q1 2026, an estimated $229K.
  • Private Advisory Group first reported a position in Veeva Systems in Q3 2019 and held it in 4 quarters.
  • Private Advisory Group's Veeva Systems position peaked at $546K in Q3 2020.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.