Winnow Wealth’s Veeva Systems VEEV Stock Holding History

Winnow 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	-3	Closed	-$672	–	539
2025 Q4	$672	Sell	3 -2	-40%	-$531	﹤0.01%	475
2025 Q3	$1.49K	Buy	+5	New	+$1.41K	﹤0.01%	378
2025 Q2	–	Sell	-5	Closed	-$974	–	652
2025 Q1	$974	Buy	5 +2	+67%	+$457	﹤0.01%	392
2024 Q4	$595	Buy	+3	New	+$660	﹤0.01%	408

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

Winnow Wealth's VEEV Position: Q1 2026 in Review

Winnow Wealth sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 3 shares — an estimated $672 sold.

Winnow Wealth first reported a position in VEEV in Q4 2024 and held it in 4 quarters. The position peaked at $1.49K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Winnow Wealth reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 3 Veeva Systems shares in Q1 2026, an estimated $672.
Winnow Wealth first reported a position in Veeva Systems in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Veeva Systems position peaked at $1.49K in Q3 2025.
1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.