Addison Advisors’s Veeva Systems VEEV Stock Holding History

Addison 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 Q2	$2.66K	Sell	15 -12	-44%	-$1.98K	﹤0.01%	550
2026 Q1	$4.74K	Hold	27	–	–	﹤0.01%	738
2025 Q4	$6.03K	Buy	27 +4	+17%	+$1.06K	﹤0.01%	681
2025 Q3	$6.85K	Hold	23	–	–	﹤0.01%	668
2025 Q2	$6.62K	Hold	23	–	–	﹤0.01%	673
2025 Q1	$5.33K	Hold	23	–	–	﹤0.01%	663
2024 Q4	$4.84K	Hold	23	–	–	﹤0.01%	677
2024 Q3	$4.83K	Hold	23	–	–	﹤0.01%	671
2024 Q2	$4.21K	Hold	23	–	–	﹤0.01%	651
2024 Q1	$5.33K	Hold	23	–	–	﹤0.01%	561
2023 Q4	$4.43K	Hold	23	–	–	﹤0.01%	580
2023 Q3	$4.68K	Buy	+23	New	+$4.63K	﹤0.01%	547

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

Addison Advisors's VEEV Position: Q2 2026 in Review

Addison Advisors reduced its Veeva Systems (VEEV) stake by 44% in Q2 2026, selling an estimated $1.98K and leaving 15 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Addison Advisors first reported a position in VEEV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.85K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Addison Advisors held 15 shares of Veeva Systems worth $2.66K as of Q2 2026.
Addison Advisors sold 12 Veeva Systems shares in Q2 2026, an estimated $1.98K.
Veeva Systems made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #550 holding.
Addison Advisors first reported a position in Veeva Systems in Q3 2023 and has held it in 12 quarters since.
Addison Advisors's Veeva Systems position peaked at $6.85K in Q3 2025.
1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.