Action Point Financial Planning’s Veeva Systems VEEV Stock Holding History

Action Point Financial Planning’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 Q2	$4.79K	Buy	+28	New	+$4.62K	﹤0.01%	1843

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Action Point Financial Planning's VEEV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Veeva Systems (VEEV) in Q2 2026: 28 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #1843 among its holdings.

1,058 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Action Point Financial Planning held 28 shares of Veeva Systems worth $4.79K as of Q2 2026.
Veeva Systems was a new Action Point Financial Planning position in Q2 2026.
Veeva Systems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1843 holding.
1,058 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.