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Avion Wealth’s Veeva Systems VEEV Stock Holding History

Avion 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 		$5K Sell
30
-15
-33% -$2.47K ﹤0.01% 811
2026
Q1 		$7K Buy
45
+16
+55% +$3.14K ﹤0.01% 591
2025
Q4 		$6K Sell
29
-4
-12% -$1.06K ﹤0.01% 637
2025
Q3 		$9K Sell
33
-6
-15% -$1.69K ﹤0.01% 520
2025
Q2 		$11K Sell
39
-108
-73% -$26.8K ﹤0.01% 455
2025
Q1 		$30K Hold
147
– – 0.01% 248
2024
Q4 		$30K Buy
147
+127
+635% +$27.9K 0.01% 248
2024
Q3 		$4K Buy
20
+3
+18% +$593 ﹤0.01% 586
2024
Q2 		$3K Hold
17
– – ﹤0.01% 582
2024
Q1 		$4K Buy
17
+5
+42% +$1.08K ﹤0.01% 525
2023
Q4 		$2K Hold
12
– – ﹤0.01% 636
2023
Q3 		$2K Buy
12
+3
+33% +$604 ﹤0.01% 532
2023
Q2 		$1K Buy
9
+6
+200% +$1.09K ﹤0.01% 662
2023
Q1 		$0 Hold
3
– – ﹤0.01% 782
2022
Q4 		$0 Hold
3
– – ﹤0.01% 541
2022
Q3 		$0 Hold
3
– – ﹤0.01% 584
2022
Q2 		$1K Hold
3
– – ﹤0.01% 496
2022
Q1 		$1K Hold
3
– – ﹤0.01% 385
2021
Q4 		$1K Hold
3
– – ﹤0.01% 394
2021
Q3 		$1K Hold
3
– – ﹤0.01% 377
2021
Q2 		$1K Buy
+3
New +$836 ﹤0.01% 364

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

Avion Wealth's VEEV Position: Q2 2026 in Review

Avion Wealth reduced its Veeva Systems (VEEV) stake by 33% in Q2 2026, selling an estimated $2.47K and leaving 30 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Avion Wealth first reported a position in VEEV in Q2 2021 and has held it in 21 quarters since. The position peaked at $30K in Q1 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Avion Wealth held 30 shares of Veeva Systems worth $5K as of Q2 2026.
  • Avion Wealth sold 15 Veeva Systems shares in Q2 2026, an estimated $2.47K.
  • Veeva Systems made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #811 holding.
  • Avion Wealth first reported a position in Veeva Systems in Q2 2021 and has held it in 21 quarters since.
  • Avion Wealth's Veeva Systems position peaked at $30K in Q1 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.