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Aventura Private Wealth’s Veeva Systems VEEV Stock Holding History

Aventura Private Wealth’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 		$34.6K Hold
195
– – 0.01% 390
2026
Q1 		$34.3K Sell
195
-62
-24% -$12.2K 0.01% 373
2025
Q4 		$57.4K Sell
257
-2
-0.8% -$531 0.02% 281
2025
Q3 		$77.2K Buy
259
+16
+7% +$4.5K 0.03% 245
2025
Q2 		$70K Hold
243
– – 0.03% 248
2025
Q1 		$56.3K Hold
243
– – 0.03% 258
2024
Q4 		$51.1K Buy
+243
New +$53.4K 0.03% 258

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's VEEV Position: Q2 2026 in Review

Aventura Private Wealth held its Veeva Systems (VEEV) position steady in Q2 2026 at 195 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #390.

Aventura Private Wealth first reported a position in VEEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.2K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Aventura Private Wealth held 195 shares of Veeva Systems worth $34.6K as of Q2 2026.
  • Aventura Private Wealth left its Veeva Systems share count unchanged in Q2 2026.
  • Veeva Systems made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #390 holding.
  • Aventura Private Wealth first reported a position in Veeva Systems in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Veeva Systems position peaked at $77.2K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.