Avantax Advisory Services’s Veeva Systems VEEV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.59M	Buy	9,006 +109	+1%	+$27K	0.01%	680
2025 Q1	$2.06M	Buy	8,897 +424	+5%	+$96.9K	0.01%	722
2024 Q4	$1.78M	Sell	8,473 -276	-3%	-$60.7K	0.01%	763
2024 Q3	$1.84M	Buy	8,749 +218	+3%	+$43.1K	0.01%	745
2024 Q2	$1.56M	Buy	8,531 +6,939	+436%	+$1.38M	0.01%	760
2024 Q1	$369K	Buy	+1,592	New	+$344K	﹤0.01%	1187
2023 Q4	–	Sell	-1,726	Closed	-$351K	–	1678
2023 Q3	$351K	Buy	1,726 +707	+69%	+$142K	﹤0.01%	1107
2023 Q2	$201K	Buy	+1,019	New	+$186K	﹤0.01%	1401
2022 Q3	–	Sell	-1,270	Closed	-$252K	–	1384
2022 Q2	$252K	Buy	1,270 +329	+35%	+$60.5K	﹤0.01%	1096
2022 Q1	$202K	Buy	+941	New	+$204K	﹤0.01%	1198
2021 Q4	–	Sell	-847	Closed	-$245K	–	1281
2021 Q3	$245K	Sell	847 -23	-3%	-$7.3K	﹤0.01%	1012
2021 Q2	$270K	Buy	870 +100	+13%	+$27.9K	﹤0.01%	952
2021 Q1	$202K	Sell	770 -1,818	-70%	-$506K	﹤0.01%	962
2020 Q4	$704K	Sell	2,588 -714	-22%	-$200K	0.02%	455
2020 Q3	$927K	Buy	+3,302	New	+$870K	0.01%	555
2019 Q2	–	Sell	-3,842	Closed	-$487K	–	547
2019 Q1	$487K	Buy	+3,842	New	+$433K	0.03%	280

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avantax Advisory Services's VEEV Position: Q2 2025 in Review

Avantax Advisory Services increased its Veeva Systems (VEEV) stake by 1.2% in Q2 2025, buying an estimated $27K and bringing the position to 9,006 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #680.

Avantax Advisory Services first reported a position in VEEV in Q1 2019 and has held it in 16 quarters since. 1,114 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

Avantax Advisory Services held 9,006 shares of Veeva Systems worth $2.59M as of Q2 2025.
Avantax Advisory Services bought 109 Veeva Systems shares in Q2 2025, an estimated $27K.
Veeva Systems made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #680 holding.
Avantax Advisory Services first reported a position in Veeva Systems in Q1 2019 and has held it in 16 quarters since.
1,114 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.