AWM
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AE Wealth Management’s Veeva Systems VEEV Stock Holding History

AE Wealth Management’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 		– Sell
-4,877
Closed -$857K – 2783
2026
Q1 		$857K Sell
4,877
-1,299
-21% -$255K ﹤0.01% 886
2025
Q4 		$1.38M Sell
6,176
-513
-8% -$136K 0.01% 714
2025
Q3 		$1.99M Sell
6,689
-490
-7% -$138K 0.01% 569
2025
Q2 		$2.07M Sell
7,179
-621
-8% -$154K 0.02% 532
2025
Q1 		$1.81M Sell
7,800
-1,624
-17% -$371K 0.02% 551
2024
Q4 		$1.98M Sell
9,424
-1,074
-10% -$236K 0.02% 524
2024
Q3 		$2.2M Sell
10,498
-1,711
-14% -$338K 0.02% 504
2024
Q2 		$2.23M Sell
12,209
-739
-6% -$147K 0.02% 493
2024
Q1 		$3M Sell
12,948
-31,585
-71% -$6.82M 0.03% 405
2023
Q4 		$9.3M Buy
44,533
+1,896
+4% +$357K 0.05% 414
2023
Q3 		$8.67M Buy
42,637
+989
+2% +$199K 0.05% 411
2023
Q2 		$8.23M Buy
41,648
+753
+2% +$137K 0.05% 413
2023
Q1 		$7.52M Buy
40,895
+1,358
+3% +$232K 0.05% 412
2022
Q4 		$6.38M Sell
39,537
-1,194
-3% -$204K 0.05% 417
2022
Q3 		$6.72M Buy
40,731
+6,485
+19% +$1.3M 0.05% 362
2022
Q2 		$6.78M Sell
34,246
-1,328
-4% -$244K 0.05% 355
2022
Q1 		$7.56M Buy
35,574
+416
+1% +$90.2K 0.05% 344
2021
Q4 		$8.98M Sell
35,158
-1,951
-5% -$567K 0.06% 290
2021
Q3 		$10.7M Buy
37,109
+2,294
+7% +$728K 0.09% 230
2021
Q2 		$10.8M Buy
34,815
+2,689
+8% +$750K 0.09% 211
2021
Q1 		$8.39M Buy
32,126
+7,615
+31% +$2.12M 0.08% 229
2020
Q4 		$6.67M Buy
24,511
+6,366
+35% +$1.78M 0.08% 236
2020
Q3 		$5.1M Buy
18,145
+5,610
+45% +$1.48M 0.07% 231
2020
Q2 		$2.94M Buy
12,535
+2,995
+31% +$594K 0.05% 313
2020
Q1 		$1.49M Buy
9,540
+4,425
+87% +$649K 0.03% 380
2019
Q4 		$719K Buy
5,115
+2,313
+83% +$340K 0.02% 616
2019
Q3 		$428K Sell
2,802
-853
-23% -$137K 0.01% 664
2019
Q2 		$593K Buy
+3,655
New +$533K 0.02% 540

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AE Wealth Management's VEEV Position: Q2 2026 in Review

AE Wealth Management sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 4,877 shares — an estimated $857K sold.

AE Wealth Management first reported a position in VEEV in Q2 2019 and held it in 28 quarters. The position peaked at $10.8M in Q2 2021. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • AE Wealth Management reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 4,877 Veeva Systems shares in Q2 2026, an estimated $857K.
  • AE Wealth Management first reported a position in Veeva Systems in Q2 2019 and held it in 28 quarters.
  • AE Wealth Management's Veeva Systems position peaked at $10.8M in Q2 2021.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.