Balanced Rock Investment Advisors’s Veeva Systems VEEV Stock Holding History

Balanced Rock Investment 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	$285K	Buy	+1,605	New	+$265K	0.18%	89
2026 Q1	–	Sell	-1,037	Closed	-$231K	–	98
2025 Q4	$231K	Buy	1,037 +6	+0.6%	+$1.59K	0.16%	88
2025 Q3	$307K	Sell	1,031 -106	-9%	-$29.8K	0.22%	82
2025 Q2	$327K	Sell	1,137 -333	-23%	-$82.6K	0.26%	77
2025 Q1	$340K	Sell	1,470 -2	-0.1%	-$457	0.27%	70
2024 Q4	$309K	Sell	1,472 -17	-1%	-$3.74K	0.24%	71
2024 Q3	$312K	Buy	1,489 +22	+1%	+$4.35K	0.25%	69
2024 Q2	$268K	Buy	1,467 +32	+2%	+$6.35K	0.23%	73
2024 Q1	$332K	Sell	1,435 -170	-11%	-$36.7K	0.28%	66
2023 Q4	$309K	Buy	+1,605	New	+$302K	0.27%	78

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Balanced Rock Investment Advisors's VEEV Position: Q2 2026 in Review

Balanced Rock Investment Advisors opened a new position in Veeva Systems (VEEV) in Q2 2026: 1,605 shares worth $285K. The stake represents 0.18% of the portfolio and ranks #89 among its holdings. This is a return to the name: Balanced Rock Investment Advisors previously reported a position in VEEV as recently as Q4 2025.

Balanced Rock Investment Advisors first reported a position in VEEV in Q4 2023 and has held it in 10 quarters since. The position peaked at $340K in Q1 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Balanced Rock Investment Advisors held 1,605 shares of Veeva Systems worth $285K as of Q2 2026.
Veeva Systems was a new Balanced Rock Investment Advisors position in Q2 2026.
Veeva Systems made up 0.18% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #89 holding.
Balanced Rock Investment Advisors first reported a position in Veeva Systems in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's Veeva Systems position peaked at $340K in Q1 2025.
1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.