Baldwin Wealth Partners’s Veeva Systems VEEV Stock Holding History

Baldwin Wealth Partners’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	$298K	Sell	1,681 -26,820	-94%	-$4.42M	0.02%	188
2026 Q1	$5.01M	Buy	28,501 +3,688	+15%	+$725K	0.36%	56
2025 Q4	$5.54M	Sell	24,813 -4,074	-14%	-$1.08M	0.35%	54
2025 Q3	$8.61M	Buy	+28,887	New	+$8.13M	0.56%	48
2024 Q4	–	Sell	-28	Closed	-$5.88K	–	988
2024 Q3	$5.88K	Buy	+28	New	+$5.54K	﹤0.01%	861
2022 Q4	–	Sell	-500	Closed	-$82K	–	831
2022 Q3	$82K	Hold	500	–	–	0.01%	262
2022 Q2	$99K	Sell	500 -25	-5%	-$4.6K	0.01%	256
2022 Q1	$112K	Buy	525 +25	+5%	+$5.42K	0.01%	261
2021 Q4	$128K	Hold	500	–	–	0.01%	239
2021 Q3	$144K	Sell	500 -300	-38%	-$95.2K	0.02%	229
2021 Q2	$249K	Hold	800	–	–	0.03%	178
2021 Q1	$209K	Hold	800	–	–	0.02%	177
2020 Q4	$218K	Buy	800 +500	+167%	+$140K	0.03%	166
2020 Q3	$84K	Hold	300	–	–	0.01%	243
2020 Q2	$70K	Hold	300	–	–	0.01%	257
2020 Q1	$47K	Hold	300	–	–	0.01%	281
2019 Q4	$42K	Hold	300	–	–	0.01%	341
2019 Q3	$46K	Hold	300	–	–	0.01%	324
2019 Q2	$49K	Hold	300	–	–	0.01%	311
2019 Q1	$38K	Hold	300	–	–	0.01%	330
2018 Q4	$27K	Hold	300	–	–	﹤0.01%	353
2018 Q3	$33K	Buy	+300	New	+$27.2K	﹤0.01%	354

Other funds holding VEEV

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Baldwin Wealth Partners's VEEV Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Veeva Systems (VEEV) stake by 94% in Q2 2026, selling an estimated $4.42M and leaving 1,681 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #188.

Baldwin Wealth Partners first reported a position in VEEV in Q3 2018 and has held it in 22 quarters since. The position peaked at $8.61M in Q3 2025. 398 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Baldwin Wealth Partners held 1,681 shares of Veeva Systems worth $298K as of Q2 2026.
Baldwin Wealth Partners sold 26,820 Veeva Systems shares in Q2 2026, an estimated $4.42M.
Veeva Systems made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #188 holding.
Baldwin Wealth Partners first reported a position in Veeva Systems in Q3 2018 and has held it in 22 quarters since.
Baldwin Wealth Partners's Veeva Systems position peaked at $8.61M in Q3 2025.
398 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.