RKL Wealth Management’s Veeva Systems VEEV Stock Holding History

RKL Wealth Management’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	-1,042	Closed	-$233K	–	187
2025 Q4	$233K	Hold	1,042	–	–	0.02%	171
2025 Q3	$310K	Hold	1,042	–	–	0.03%	155
2025 Q2	$300K	Hold	1,042	–	–	0.03%	153
2025 Q1	$241K	Hold	1,042	–	–	0.02%	163
2024 Q4	$219K	Hold	1,042	–	–	0.02%	166
2024 Q3	$219K	Buy	+1,042	New	+$206K	0.02%	152
2024 Q2	–	Sell	-1,042	Closed	-$241K	–	157
2024 Q1	$241K	Hold	1,042	–	–	0.02%	138
2023 Q4	$201K	Sell	1,042 -6	-0.6%	-$1.13K	0.02%	151
2023 Q3	$213K	Sell	1,048 -15	-1%	-$3.02K	0.03%	123
2023 Q2	$210K	Buy	+1,063	New	+$194K	0.02%	128
2022 Q4	–	Sell	-1,226	Closed	-$202K	–	134
2022 Q3	$202K	Hold	1,226	–	–	0.03%	129
2022 Q2	$243K	Hold	1,226	–	–	0.03%	121
2022 Q1	$260K	Buy	1,226 +6	+0.5%	+$1.3K	0.03%	126
2021 Q4	$312K	Hold	1,220	–	–	0.04%	103
2021 Q3	$352K	Buy	1,220 +20	+2%	+$6.35K	0.04%	100
2021 Q2	$373K	Hold	1,200	–	–	0.05%	104
2021 Q1	$313K	Hold	1,200	–	–	0.04%	109
2020 Q4	$327K	Hold	1,200	–	–	0.05%	101
2020 Q3	$337K	Buy	+1,200	New	+$316K	0.05%	98

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RKL Wealth Management's VEEV Position: Q1 2026 in Review

RKL Wealth Management sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,042 shares — an estimated $233K sold.

RKL Wealth Management first reported a position in VEEV in Q3 2020 and held it in 19 quarters. The position peaked at $373K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

RKL Wealth Management reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
RKL Wealth Management sold 1,042 Veeva Systems shares in Q1 2026, an estimated $233K.
RKL Wealth Management first reported a position in Veeva Systems in Q3 2020 and held it in 19 quarters.
RKL Wealth Management's Veeva Systems position peaked at $373K in Q2 2021.
1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.