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Valeo Financial Advisors’s Veeva Systems VEEV Stock Holding History

Valeo Financial Advisors’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
-1,035
Closed -$231K – 890
2025
Q4 		$231K Buy
1,035
+279
+37% +$74K 0.01% 710
2025
Q3 		$225K Sell
756
-7
-0.9% -$1.97K 0.01% 722
2025
Q2 		$220K Buy
+763
New +$189K 0.01% 676
2021
Q2 		– Sell
-201
Closed -$53K – 1770
2021
Q1 		$53K Sell
201
-7
-3% -$1.95K ﹤0.01% 851
2020
Q4 		$57K Buy
208
+204
+5,100% +$57.2K ﹤0.01% 727
2020
Q3 		$1K Sell
4
-206
-98% -$54.3K ﹤0.01% 1541
2020
Q2 		$49K Sell
210
-114
-35% -$22.6K ﹤0.01% 741
2020
Q1 		$53K Sell
324
-15
-4% -$2.2K 0.01% 592
2019
Q4 		$48K Sell
339
-370
-52% -$54.4K ﹤0.01% 667
2019
Q3 		$108K Buy
709
+115
+19% +$18.4K 0.01% 417
2019
Q2 		$96K Buy
594
+189
+47% +$27.5K 0.01% 444
2019
Q1 		$51K Buy
405
+11
+3% +$1.24K 0.01% 549
2018
Q4 		$35K Buy
394
+300
+319% +$27.4K ﹤0.01% 583
2018
Q3 		$8K Sell
94
-19
-17% -$1.72K ﹤0.01% 1055
2018
Q2 		$9K Sell
113
-201
-64% -$15.3K ﹤0.01% 980
2018
Q1 		$23K Buy
314
+174
+124% +$11.2K ﹤0.01% 680
2017
Q4 		$8K Buy
140
+2
+1% +$118 ﹤0.01% 885
2017
Q3 		$8K Buy
+138
New +$8.37K ﹤0.01% 766

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

Valeo Financial Advisors's VEEV Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,035 shares — an estimated $231K sold.

Valeo Financial Advisors first reported a position in VEEV in Q3 2017 and held it in 18 quarters. The position peaked at $231K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,035 Veeva Systems shares in Q1 2026, an estimated $231K.
  • Valeo Financial Advisors first reported a position in Veeva Systems in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Veeva Systems position peaked at $231K in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.