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Birchwood Financial Partners’s Veeva Systems VEEV Stock Holding History

Birchwood Financial 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 		$11.9K Sell
67
-1
-1% -$165 0.01% 267
2026
Q1 		$11.9K Sell
68
-1
-1% -$196 0.01% 265
2025
Q4 		$15.4K Buy
+69
New +$18.3K 0.02% 250

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State Street
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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

Birchwood Financial Partners's VEEV Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Veeva Systems (VEEV) stake by 1.5% in Q2 2026, selling an estimated $165 and leaving 67 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #267.

Birchwood Financial Partners first reported a position in VEEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.4K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Birchwood Financial Partners held 67 shares of Veeva Systems worth $11.9K as of Q2 2026.
  • Birchwood Financial Partners sold 1 Veeva Systems share in Q2 2026, an estimated $165.
  • Veeva Systems made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #267 holding.
  • Birchwood Financial Partners first reported a position in Veeva Systems in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Veeva Systems position peaked at $15.4K in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.