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Synergy Financial Group’s Veeva Systems VEEV Stock Holding History

Synergy Financial 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 		$329K Buy
1,875
+395
+27% +$77.6K 0.25% 85
2025
Q4 		$330K Buy
1,480
+15
+1% +$3.98K 0.23% 77
2025
Q3 		$436K Sell
1,465
-5
-0.3% -$1.41K 0.29% 60
2025
Q2 		$423K Hold
1,470
– – 0.31% 57
2025
Q1 		$340K Buy
+1,470
New +$336K 0.31% 66

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Synergy Financial Group's VEEV Position: Q1 2026 in Review

Synergy Financial Group increased its Veeva Systems (VEEV) stake by 27% in Q1 2026, buying an estimated $77.6K and bringing the position to 1,875 shares worth $329K. The position accounts for 0.25% of the portfolio, ranked #85.

Synergy Financial Group first reported a position in VEEV in Q1 2025 and has held it in 5 quarters since. The position peaked at $436K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Synergy Financial Group held 1,875 shares of Veeva Systems worth $329K as of Q1 2026.
  • Synergy Financial Group bought 395 Veeva Systems shares in Q1 2026, an estimated $77.6K.
  • Veeva Systems made up 0.25% of Synergy Financial Group's portfolio in Q1 2026, its #85 holding.
  • Synergy Financial Group first reported a position in Veeva Systems in Q1 2025 and has held it in 5 quarters since.
  • Synergy Financial Group's Veeva Systems position peaked at $436K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.