SlateStone Wealth’s Veeva Systems VEEV Stock Holding History

SlateStone Wealth’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	-1,000	Closed	-$223K	–	304
2025 Q4	$223K	Hold	1,000	–	–	0.02%	280
2025 Q3	$298K	Hold	1,000	–	–	0.03%	251
2025 Q2	$288K	Hold	1,000	–	–	0.03%	253
2025 Q1	$232K	Hold	1,000	–	–	0.02%	259
2024 Q4	$210K	Hold	1,000	–	–	0.02%	269
2024 Q3	$210K	Buy	+1,000	New	+$198K	0.02%	268
2024 Q2	–	Sell	-1,000	Closed	-$232K	–	297
2024 Q1	$232K	Buy	+1,000	New	+$216K	0.02%	255
2023 Q4	–	Sell	-1,000	Closed	-$203K	–	251
2023 Q3	$203K	Buy	+1,000	New	+$201K	0.03%	218

Other funds holding VEEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SlateStone Wealth's VEEV Position: Q1 2026 in Review

SlateStone Wealth sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,000 shares — an estimated $223K sold.

SlateStone Wealth first reported a position in VEEV in Q3 2023 and held it in 8 quarters. The position peaked at $298K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

SlateStone Wealth reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
SlateStone Wealth sold 1,000 Veeva Systems shares in Q1 2026, an estimated $223K.
SlateStone Wealth first reported a position in Veeva Systems in Q3 2023 and held it in 8 quarters.
SlateStone Wealth's Veeva Systems position peaked at $298K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on SlateStone Wealth's 13F filing for Q1 2026, filed 14 May 2026.