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SHP Wealth Management’s Veeva Systems VEEV Stock Holding History

SHP 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 		$22.6K Buy
129
+10
+8% +$1.97K ﹤0.01% 695
2025
Q4 		$26.5K Buy
+119
New +$31.6K ﹤0.01% 621

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $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

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

SHP Wealth Management increased its Veeva Systems (VEEV) stake by 8.4% in Q1 2026, buying an estimated $1.97K and bringing the position to 129 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

SHP Wealth Management first reported a position in VEEV in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.5K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • SHP Wealth Management held 129 shares of Veeva Systems worth $22.6K as of Q1 2026.
  • SHP Wealth Management bought 10 Veeva Systems shares in Q1 2026, an estimated $1.97K.
  • Veeva Systems made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #695 holding.
  • SHP Wealth Management first reported a position in Veeva Systems in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Veeva Systems position peaked at $26.5K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.