Bartlett & Co Wealth Management’s Veeva Systems VEEV Stock Holding History

Bartlett & Co 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	$7.99K	Buy	45 +20	+80%	+$3.3K	﹤0.01%	1023
2026 Q1	$4.26K	Hold	25	–	–	﹤0.01%	1038
2025 Q4	$5.58K	Sell	25 -335	-93%	-$88.9K	﹤0.01%	999
2025 Q3	$107K	Hold	360	–	–	﹤0.01%	548
2025 Q2	$104K	Hold	360	–	–	﹤0.01%	536
2025 Q1	$83.4K	Sell	360 -300	-45%	-$68.6K	﹤0.01%	572
2024 Q4	$139K	Hold	660	–	–	﹤0.01%	498
2024 Q3	$139K	Hold	660	–	–	﹤0.01%	499
2024 Q2	$121K	Hold	660	–	–	﹤0.01%	516
2024 Q1	$153K	Sell	660 -210	-24%	-$45.3K	﹤0.01%	494
2023 Q4	$169K	Buy	+870	New	+$164K	﹤0.01%	495
2019 Q3	–	Sell	-12	Closed	-$1.95K	–	937
2019 Q2	$1.95K	Buy	+12	New	+$1.75K	﹤0.01%	678

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

Bartlett & Co Wealth Management's VEEV Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Veeva Systems (VEEV) stake by 80% in Q2 2026, buying an estimated $3.3K and bringing the position to 45 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Bartlett & Co Wealth Management first reported a position in VEEV in Q2 2019 and has held it in 12 quarters since. The position peaked at $169K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Bartlett & Co Wealth Management held 45 shares of Veeva Systems worth $7.99K as of Q2 2026.
Bartlett & Co Wealth Management bought 20 Veeva Systems shares in Q2 2026, an estimated $3.3K.
Veeva Systems made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1023 holding.
Bartlett & Co Wealth Management first reported a position in Veeva Systems in Q2 2019 and has held it in 12 quarters since.
Bartlett & Co Wealth Management's Veeva Systems position peaked at $169K in Q4 2023.
1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.