TFC Financial Management’s Veeva Systems VEEV Stock Holding History

TFC Financial 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	$4.92K	Hold	28	–	–	﹤0.01%	452
2025 Q4	$6.25K	Hold	28	–	–	﹤0.01%	429
2025 Q3	$8.34K	Hold	28	–	–	﹤0.01%	420
2025 Q2	$8.06K	Buy	28 +1	+4%	+$248	﹤0.01%	390
2025 Q1	$6.25K	Hold	27	–	–	﹤0.01%	391
2024 Q4	$5.68K	Hold	27	–	–	﹤0.01%	404
2024 Q3	$5.67K	Hold	27	–	–	﹤0.01%	406
2024 Q2	$4.94K	Buy	27 +24	+800%	+$4.76K	﹤0.01%	391
2024 Q1	$696	Buy	3 +1	+50%	+$216	﹤0.01%	594
2023 Q4	$386	Hold	2	–	–	﹤0.01%	634
2023 Q3	$407	Hold	2	–	–	﹤0.01%	632
2023 Q2	$396	Buy	+2	New	+$365	﹤0.01%	607
2022 Q1	–	Sell	-28	Closed	-$7K	–	585
2021 Q4	$7K	Hold	28	–	–	﹤0.01%	368
2021 Q3	$8K	Buy	28 +8	+40%	+$2.54K	﹤0.01%	356
2021 Q2	$6K	Hold	20	–	–	﹤0.01%	362
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	370
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	369
2020 Q3	$6K	Buy	+20	New	+$5.27K	﹤0.01%	330

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

TFC Financial Management's VEEV Position: Q1 2026 in Review

TFC Financial Management held its Veeva Systems (VEEV) position steady in Q1 2026 at 28 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

TFC Financial Management first reported a position in VEEV in Q3 2020 and has held it in 18 quarters since. The position peaked at $8.34K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

TFC Financial Management held 28 shares of Veeva Systems worth $4.92K as of Q1 2026.
TFC Financial Management left its Veeva Systems share count unchanged in Q1 2026.
Veeva Systems made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #452 holding.
TFC Financial Management first reported a position in Veeva Systems in Q3 2020 and has held it in 18 quarters since.
TFC Financial Management's Veeva Systems position peaked at $8.34K in Q3 2025.
1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.