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Sagespring Wealth Partners’s Veeva Systems VEEV Stock Holding History

Sagespring Wealth Partners’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
-949
Closed -$212K – 849
2025
Q4 		$212K Sell
949
-303
-24% -$80.4K ﹤0.01% 750
2025
Q3 		$373K Buy
1,252
+10
+0.8% +$2.81K 0.01% 535
2025
Q2 		$358K Buy
+1,242
New +$308K 0.01% 528

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VPM
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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

Sagespring Wealth Partners's VEEV Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 949 shares — an estimated $212K sold.

Sagespring Wealth Partners first reported a position in VEEV in Q2 2025 and held it in 3 quarters. The position peaked at $373K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 949 Veeva Systems shares in Q1 2026, an estimated $212K.
  • Sagespring Wealth Partners first reported a position in Veeva Systems in Q2 2025 and held it in 3 quarters.
  • Sagespring Wealth Partners's Veeva Systems position peaked at $373K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.