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Bay Harbor Wealth Management’s Veeva Systems VEEV Stock Holding History

Bay Harbor 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 		$1.6K Buy
9
+1
+13% +$165 ﹤0.01% 728
2026
Q1 		$1.41K Sell
8
-4
-33% -$786 ﹤0.01% 653
2025
Q4 		$2.68K Buy
12
+4
+50% +$1.06K ﹤0.01% 417
2025
Q3 		$2.38K Buy
8
+2
+33% +$563 ﹤0.01% 339
2025
Q2 		$1.73K Buy
6
+3
+100% +$744 ﹤0.01% 336
2025
Q1 		$694 Buy
+3
New +$686 ﹤0.01% 365

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

Bay Harbor Wealth Management's VEEV Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Veeva Systems (VEEV) stake by 13% in Q2 2026, buying an estimated $165 and bringing the position to 9 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Bay Harbor Wealth Management first reported a position in VEEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.68K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Bay Harbor Wealth Management held 9 shares of Veeva Systems worth $1.6K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 Veeva Systems share in Q2 2026, an estimated $165.
  • Veeva Systems made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #728 holding.
  • Bay Harbor Wealth Management first reported a position in Veeva Systems in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Veeva Systems position peaked at $2.68K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.