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Beacon Investment Advisory Services’s Veeva Systems VEEV Stock Holding History

Beacon Investment Advisory Services’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 		$4.97K Buy
+28
New +$4.62K ﹤0.01% 685
2024
Q3 		– Sell
-1,348
Closed -$247K – 269
2024
Q2 		$247K Sell
1,348
-53
-4% -$10.5K 0.01% 235
2024
Q1 		$325K Sell
1,401
-380
-21% -$82K 0.01% 223
2023
Q4 		$343K Sell
1,781
-761
-30% -$143K 0.02% 214
2023
Q3 		$517K Sell
2,542
-10,768
-81% -$2.17M 0.03% 189
2023
Q2 		$2.63M Sell
13,310
-581
-4% -$106K 0.12% 118
2023
Q1 		$2.55M Sell
13,891
-1,243
-8% -$212K 0.12% 116
2022
Q4 		$2.44M Buy
15,134
+524
+4% +$89.5K 0.13% 115
2022
Q3 		$2.41M Buy
14,610
+3,062
+27% +$612K 0.13% 113
2022
Q2 		$2.29M Buy
11,548
+906
+9% +$167K 0.12% 121
2022
Q1 		$2.26M Buy
10,642
+1,191
+13% +$258K 0.1% 125
2021
Q4 		$2.42M Buy
9,451
+473
+5% +$138K 0.09% 128
2021
Q3 		$2.59M Buy
8,978
+189
+2% +$60K 0.11% 122
2021
Q2 		$2.73M Buy
8,789
+1,458
+20% +$406K 0.11% 124
2021
Q1 		$1.92M Buy
7,331
+1,560
+27% +$435K 0.08% 136
2020
Q4 		$1.57M Buy
5,771
+1,475
+34% +$413K 0.07% 137
2020
Q3 		$1.21M Buy
4,296
+298
+7% +$78.5K 0.06% 139
2020
Q2 		$937K Buy
3,998
+124
+3% +$24.6K 0.05% 143
2020
Q1 		$606K Buy
+3,874
New +$568K 0.04% 155

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

Beacon Investment Advisory Services's VEEV Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Veeva Systems (VEEV) in Q2 2026: 28 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Beacon Investment Advisory Services previously reported a position in VEEV as recently as Q2 2024.

Beacon Investment Advisory Services first reported a position in VEEV in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.73M in Q2 2021. 1,065 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Beacon Investment Advisory Services held 28 shares of Veeva Systems worth $4.97K as of Q2 2026.
  • Veeva Systems was a new Beacon Investment Advisory Services position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #685 holding.
  • Beacon Investment Advisory Services first reported a position in Veeva Systems in Q1 2020 and has held it in 19 quarters since.
  • Beacon Investment Advisory Services's Veeva Systems position peaked at $2.73M in Q2 2021.
  • 1,065 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.