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Unique Wealth’s Veeva Systems VEEV Stock Holding History

Unique 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
-1,109
Closed -$248K – 214
2025
Q4 		$248K Sell
1,109
-152
-12% -$40.3K 0.03% 168
2025
Q3 		$376K Buy
1,261
+29
+2% +$8.16K 0.06% 132
2025
Q2 		$355K Buy
1,232
+49
+4% +$12.2K 0.06% 131
2025
Q1 		$274K Buy
+1,183
New +$270K 0.05% 135

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

Unique Wealth's VEEV Position: Q1 2026 in Review

Unique Wealth sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,109 shares — an estimated $248K sold.

Unique Wealth first reported a position in VEEV in Q1 2025 and held it in 4 quarters. The position peaked at $376K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Unique Wealth reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth sold 1,109 Veeva Systems shares in Q1 2026, an estimated $248K.
  • Unique Wealth first reported a position in Veeva Systems in Q1 2025 and held it in 4 quarters.
  • Unique Wealth's Veeva Systems position peaked at $376K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.