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Baker Tilly Wealth Management’s Veeva Systems VEEV Stock Holding History

Baker Tilly Wealth Management’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 		$327K Buy
1,845
+534
+41% +$88.1K 0.07% 212
2026
Q1 		$230K Sell
1,311
-446
-25% -$87.6K 0.06% 251
2025
Q4 		$392K Buy
1,757
+179
+11% +$47.5K 0.1% 184
2025
Q3 		$470K Buy
1,578
+68
+5% +$19.1K 0.11% 158
2025
Q2 		$435K Sell
1,510
-46
-3% -$11.4K 0.16% 136
2025
Q1 		$360K Buy
1,556
+46
+3% +$10.5K 0.14% 157
2024
Q4 		$317K Buy
1,510
+278
+23% +$61.1K 0.12% 182
2024
Q3 		$259K Buy
+1,232
New +$244K 0.11% 201

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

Baker Tilly Wealth Management's VEEV Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Veeva Systems (VEEV) stake by 41% in Q2 2026, buying an estimated $88.1K and bringing the position to 1,845 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #212.

Baker Tilly Wealth Management first reported a position in VEEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $470K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Baker Tilly Wealth Management held 1,845 shares of Veeva Systems worth $327K as of Q2 2026.
  • Baker Tilly Wealth Management bought 534 Veeva Systems shares in Q2 2026, an estimated $88.1K.
  • Veeva Systems made up 0.07% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Baker Tilly Wealth Management first reported a position in Veeva Systems in Q3 2024 and has held it in 8 quarters since.
  • Baker Tilly Wealth Management's Veeva Systems position peaked at $470K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.