AWE
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Avidian Wealth Enterprises’s Veeva Systems VEEV Stock Holding History

Avidian Wealth Enterprises’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 		$568K Buy
3,200
+69
+2% +$11.4K 0.02% 445
2026
Q1 		$550K Buy
+3,131
New +$615K 0.02% 414

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

Avidian Wealth Enterprises's VEEV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Veeva Systems (VEEV) stake by 2.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 3,200 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #445.

Avidian Wealth Enterprises first reported a position in VEEV in Q1 2026 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Avidian Wealth Enterprises held 3,200 shares of Veeva Systems worth $568K as of Q2 2026.
  • Avidian Wealth Enterprises bought 69 Veeva Systems shares in Q2 2026, an estimated $11.4K.
  • Veeva Systems made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #445 holding.
  • Avidian Wealth Enterprises first reported a position in Veeva Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.