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Regal Investment Advisors’s Veeva Systems VEEV Stock Holding History

Regal Investment Advisors’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 		$608K Buy
3,459
+697
+25% +$137K 0.04% 394
2025
Q4 		$617K Buy
2,762
+40
+1% +$10.6K 0.04% 371
2025
Q3 		$811K Sell
2,722
-167
-6% -$47K 0.05% 300
2025
Q2 		$832K Buy
2,889
+285
+11% +$70.7K 0.06% 263
2025
Q1 		$603K Sell
2,604
-46
-2% -$10.5K 0.05% 290
2024
Q4 		$557K Sell
2,650
-247
-9% -$54.3K 0.04% 303
2024
Q3 		$608K Buy
2,897
+362
+14% +$71.6K 0.04% 317
2024
Q2 		$464K Buy
2,535
+761
+43% +$151K 0.03% 371
2024
Q1 		$411K Buy
1,774
+297
+20% +$64.1K 0.03% 397
2023
Q4 		$284K Buy
1,477
+122
+9% +$23K 0.02% 430
2023
Q3 		$276K Buy
1,355
+96
+8% +$19.3K 0.02% 407
2023
Q2 		$249K Buy
1,259
+29
+2% +$5.29K 0.02% 433
2023
Q1 		$226K Buy
+1,230
New +$210K 0.02% 459
2022
Q1 		– Sell
-979
Closed -$250K – 579
2021
Q4 		$250K Buy
979
+21
+2% +$6.11K 0.02% 472
2021
Q3 		$276K Buy
958
+246
+35% +$78.1K 0.03% 438
2021
Q2 		$221K Buy
+712
New +$198K 0.02% 496

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

Regal Investment Advisors's VEEV Position: Q1 2026 in Review

Regal Investment Advisors increased its Veeva Systems (VEEV) stake by 25% in Q1 2026, buying an estimated $137K and bringing the position to 3,459 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #394.

Regal Investment Advisors first reported a position in VEEV in Q2 2021 and has held it in 16 quarters since. The position peaked at $832K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Regal Investment Advisors held 3,459 shares of Veeva Systems worth $608K as of Q1 2026.
  • Regal Investment Advisors bought 697 Veeva Systems shares in Q1 2026, an estimated $137K.
  • Veeva Systems made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #394 holding.
  • Regal Investment Advisors first reported a position in Veeva Systems in Q2 2021 and has held it in 16 quarters since.
  • Regal Investment Advisors's Veeva Systems position peaked at $832K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.