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Baer Investment Advisory’s Veeva Systems VEEV Stock Holding History

Baer Investment Advisory’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 		$389K Buy
+73
New +$12K 0.33% 39
2025
Q4 		– Sell
-65
Closed -$362K – 45
2025
Q3 		$362K Buy
+65
New +$18.3K 0.31% 37
2025
Q2 		– Hold
0
– – – 38

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

Baer Investment Advisory's VEEV Position: Q2 2026 in Review

Baer Investment Advisory increased its Veeva Systems (VEEV) stake by 128% in Q2 2026, buying an estimated $3.39M and bringing the position to 36,639 shares worth $6.75M. The position accounts for 5.65% of the portfolio, ranked #3.

Baer Investment Advisory first reported a position in VEEV in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Baer Investment Advisory held 36,639 shares of Veeva Systems worth $6.75M as of Q2 2026.
  • Baer Investment Advisory bought 20,546 Veeva Systems shares in Q2 2026, an estimated $3.39M.
  • Veeva Systems made up 5.65% of Baer Investment Advisory's portfolio in Q2 2026, its #3 holding.
  • Baer Investment Advisory first reported a position in Veeva Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.