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Arkadios Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Arkadios Wealth 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 		$641K Sell
3,610
-397
-10% -$65.5K 0.01% 993
2026
Q1 		$704K Buy
4,007
+345
+9% +$67.8K 0.01% 948
2025
Q4 		$817K Sell
3,662
-34
-0.9% -$9.02K 0.02% 788
2025
Q3 		$1.1M Buy
3,696
+64
+2% +$18K 0.03% 600
2025
Q2 		$1.05M Buy
3,632
+327
+10% +$81.1K 0.03% 561
2025
Q1 		$766K Buy
3,305
+193
+6% +$44.1K 0.03% 553
2024
Q4 		$654K Buy
3,112
+58
+2% +$12.8K 0.04% 448
2024
Q3 		$641K Buy
3,054
+406
+15% +$80.3K 0.04% 458
2024
Q2 		$485K Hold
2,648
– – 0.03% 473
2024
Q1 		$614K Sell
2,648
-87
-3% -$18.8K 0.05% 344
2023
Q4 		$527K Buy
2,735
+120
+5% +$22.6K 0.04% 356
2023
Q3 		$532K Sell
2,615
-27
-1% -$5.44K 0.05% 317
2023
Q2 		$522K Sell
2,642
-22
-0.8% -$4.01K 0.06% 293
2023
Q1 		$490K Buy
2,664
+428
+19% +$73K 0.06% 307
2022
Q4 		$361K Buy
2,236
+4
+0.2% +$683 0.05% 353
2022
Q3 		$368K Sell
2,232
-237
-10% -$47.3K 0.06% 335
2022
Q2 		$489K Buy
2,469
+1,379
+127% +$254K 0.07% 284
2022
Q1 		$232K Buy
+1,090
New +$236K 0.03% 491
2021
Q4 		– Sell
-147
Closed -$42K – 1733
2021
Q3 		$42K Buy
147
+9
+7% +$2.86K 0.01% 943
2021
Q2 		$42K Hold
138
– – 0.01% 986
2021
Q1 		$36K Buy
138
+19
+16% +$5.29K 0.01% 792
2020
Q4 		$32K Buy
119
+23
+24% +$6.44K 0.01% 643
2020
Q3 		$29.4K Sell
96
-18
-16% -$4.74K 0.01% 515
2020
Q2 		$27.9K Buy
114
+18
+19% +$3.57K 0.02% 482
2020
Q1 		$15K Hold
96
– – 0.01% 549
2019
Q4 		$14.8K Buy
+96
New +$14.1K 0.01% 521

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

Arkadios Wealth Advisors's VEEV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Veeva Systems (VEEV) stake by 9.9% in Q2 2026, selling an estimated $65.5K and leaving 3,610 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #993.

Arkadios Wealth Advisors first reported a position in VEEV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Arkadios Wealth Advisors held 3,610 shares of Veeva Systems worth $641K as of Q2 2026.
  • Arkadios Wealth Advisors sold 397 Veeva Systems shares in Q2 2026, an estimated $65.5K.
  • Veeva Systems made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #993 holding.
  • Arkadios Wealth Advisors first reported a position in Veeva Systems in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Veeva Systems position peaked at $1.1M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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