Bogart Wealth LLC’s Veeva Systems VEEV Stock Holding History

Bogart Wealth LLC’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	$6.2M	Buy	34,948 +547	+2%	+$90.2K	0.21%	97
2026 Q1	$6.04M	Buy	34,401 +1,366	+4%	+$268K	0.23%	91
2025 Q4	$7.37M	Buy	33,035 +32,936	+33,269%	+$8.74M	0.3%	82
2025 Q3	$29.5K	Buy	99 +4	+4%	+$1.13K	﹤0.01%	562
2025 Q2	$27.4K	Buy	95 +3	+3%	+$744	﹤0.01%	568
2025 Q1	$21.3K	Sell	92 -9	-9%	-$2.06K	﹤0.01%	573
2024 Q4	$21.2K	Buy	101 +11	+12%	+$2.42K	﹤0.01%	572
2024 Q3	$18.9K	Hold	90	–	–	﹤0.01%	568
2024 Q2	$16.5K	Hold	90	–	–	﹤0.01%	565
2024 Q1	$20.9K	Hold	90	–	–	﹤0.01%	506
2023 Q4	$17.3K	Hold	90	–	–	﹤0.01%	531
2023 Q3	$18.3K	Hold	90	–	–	﹤0.01%	491
2023 Q2	$17.8K	Hold	90	–	–	﹤0.01%	484
2023 Q1	$16.5K	Buy	90 +74	+463%	+$12.6K	﹤0.01%	490
2022 Q4	$2.58K	Hold	16	–	–	﹤0.01%	771
2022 Q3	$3K	Hold	16	–	–	﹤0.01%	797
2022 Q2	$3K	Hold	16	–	–	﹤0.01%	744
2022 Q1	$3K	Hold	16	–	–	﹤0.01%	648
2021 Q4	$4K	Hold	16	–	–	﹤0.01%	598
2021 Q3	$5K	Buy	+16	New	+$5.08K	﹤0.01%	550

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

Bogart Wealth LLC's VEEV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Veeva Systems (VEEV) stake by 1.6% in Q2 2026, buying an estimated $90.2K and bringing the position to 34,948 shares worth $6.2M. The position accounts for 0.21% of the portfolio, ranked #97.

Bogart Wealth LLC first reported a position in VEEV in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.37M in Q4 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Bogart Wealth LLC held 34,948 shares of Veeva Systems worth $6.2M as of Q2 2026.
Bogart Wealth LLC bought 547 Veeva Systems shares in Q2 2026, an estimated $90.2K.
Veeva Systems made up 0.21% of Bogart Wealth LLC's portfolio in Q2 2026, its #97 holding.
Bogart Wealth LLC first reported a position in Veeva Systems in Q3 2021 and has held it in 20 quarters since.
Bogart Wealth LLC's Veeva Systems position peaked at $7.37M in Q4 2025.
1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.