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SageView Advisory Group’s Veeva Systems VEEV Stock Holding History

SageView 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
-115
Closed -$25.7K – 2347
2025
Q4 		$25.7K Buy
+115
New +$30.5K ﹤0.01% 1353
2024
Q3 		– Sell
-1,384
Closed -$253K – 578
2024
Q2 		$253K Sell
1,384
-167,161
-99% -$33.2M 0.01% 481
2024
Q1 		$10.6M Buy
168,545
+167,028
+11,010% +$36M 0.53% 29
2023
Q4 		$320K Buy
+1,517
New +$286K 0.01% 490

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

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

SageView Advisory Group sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 115 shares — an estimated $25.7K sold.

SageView Advisory Group first reported a position in VEEV in Q4 2023 and held it in 4 quarters. The position peaked at $10.6M in Q1 2024. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • SageView Advisory Group reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 115 Veeva Systems shares in Q1 2026, an estimated $25.7K.
  • SageView Advisory Group first reported a position in Veeva Systems in Q4 2023 and held it in 4 quarters.
  • SageView Advisory Group's Veeva Systems position peaked at $10.6M in Q1 2024.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.