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B.O.S.S. Retirement Advisors’s Veeva Systems VEEV Stock Holding History

B.O.S.S. Retirement 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 		– Sell
-1,368
Closed -$240K – 189
2026
Q1 		$240K Sell
1,368
-366
-21% -$71.9K 0.07% 152
2025
Q4 		$387K Sell
1,734
-2,493
-59% -$662K 0.12% 110
2025
Q3 		$1.26M Sell
4,227
-322
-7% -$90.6K 0.3% 66
2025
Q2 		$1.31M Sell
4,549
-280
-6% -$69.4K 0.33% 64
2025
Q1 		$1.12M Sell
4,829
-344
-7% -$78.6K 0.32% 64
2024
Q4 		$1.09M Buy
+5,173
New +$1.14M 0.3% 69
2024
Q1 		– Sell
-8,582
Closed -$1.65M – 227
2023
Q4 		$1.65M Buy
8,582
+641
+8% +$121K 0.32% 104
2023
Q3 		$1.62M Buy
7,941
+221
+3% +$44.5K 0.35% 102
2023
Q2 		$1.53M Buy
7,720
+397
+5% +$72.4K 0.32% 125
2023
Q1 		$1.35M Buy
7,323
+289
+4% +$49.3K 0.32% 124
2022
Q4 		$1.14M Buy
+7,034
New +$1.2M 0.29% 129

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

B.O.S.S. Retirement Advisors's VEEV Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 1,368 shares — an estimated $240K sold.

B.O.S.S. Retirement Advisors first reported a position in VEEV in Q4 2022 and held it in 11 quarters. The position peaked at $1.65M in Q4 2023. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • B.O.S.S. Retirement Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,368 Veeva Systems shares in Q2 2026, an estimated $240K.
  • B.O.S.S. Retirement Advisors first reported a position in Veeva Systems in Q4 2022 and held it in 11 quarters.
  • B.O.S.S. Retirement Advisors's Veeva Systems position peaked at $1.65M in Q4 2023.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.