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Blue Zone Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Blue Zone Wealth Advisors’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 		$3.36M Sell
18,948
-102
-0.5% -$16.8K 0.59% 48
2026
Q1 		$3.35M Buy
19,050
+719
+4% +$141K 0.68% 45
2025
Q4 		$4.09M Buy
18,331
+36
+0.2% +$9.55K 0.78% 49
2025
Q3 		$5.45M Buy
18,295
+528
+3% +$149K 1.09% 41
2025
Q2 		$5.12M Buy
17,767
+548
+3% +$136K 1.28% 38
2025
Q1 		$3.99M Buy
17,219
+1,525
+10% +$348K 1.11% 47
2024
Q4 		$3.3M Buy
15,694
+1,054
+7% +$232K 0.95% 49
2024
Q3 		$3.07M Buy
14,640
+641
+5% +$127K 0.96% 48
2024
Q2 		$2.56M Buy
13,999
+469
+3% +$93.1K 0.88% 49
2024
Q1 		$3.13M Buy
13,530
+1,103
+9% +$238K 1.08% 44
2023
Q4 		$2.39M Buy
12,427
+630
+5% +$119K 0.95% 43
2023
Q3 		$2.4M Buy
11,797
+46
+0.4% +$9.27K 1.05% 41
2023
Q2 		$2.32M Buy
11,751
+229
+2% +$41.8K 1.07% 40
2023
Q1 		$2.12M Buy
11,522
+20
+0.2% +$3.41K 1.13% 33
2022
Q4 		$1.86M Sell
11,502
-44
-0.4% -$7.52K 0.99% 37
2022
Q3 		$1.9M Buy
11,546
+131
+1% +$26.2K 0.99% 40
2022
Q2 		$2.26M Buy
11,415
+224
+2% +$41.2K 1.03% 41
2022
Q1 		$2.38M Buy
11,191
+1,200
+12% +$260K 0.89% 43
2021
Q4 		$2.55M Buy
9,991
+750
+8% +$218K 0.84% 48
2021
Q3 		$2.66M Buy
9,241
+337
+4% +$107K 0.92% 46
2021
Q2 		$2.77M Buy
8,904
+827
+10% +$231K 1.04% 37
2021
Q1 		$2.11M Buy
+8,077
New +$2.25M 0.9% 45

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

Blue Zone Wealth Advisors's VEEV Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Veeva Systems (VEEV) stake by 0.54% in Q2 2026, selling an estimated $16.8K and leaving 18,948 shares worth $3.36M. The position accounts for 0.59% of the portfolio, ranked #48.

Blue Zone Wealth Advisors first reported a position in VEEV in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.45M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Blue Zone Wealth Advisors held 18,948 shares of Veeva Systems worth $3.36M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 102 Veeva Systems shares in Q2 2026, an estimated $16.8K.
  • Veeva Systems made up 0.59% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Blue Zone Wealth Advisors first reported a position in Veeva Systems in Q1 2021 and has held it in 22 quarters since.
  • Blue Zone Wealth Advisors's Veeva Systems position peaked at $5.45M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.