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Boomfish Wealth Group’s Veeva Systems VEEV Stock Holding History

Boomfish Wealth Group’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
Q3 		$2.39M Sell
8,381
-2,335
-22% -$549K 1.04% 35
2026
Q2 		$1.9M Sell
10,716
-828
-7% -$137K 0.87% 50
2026
Q1 		$2.03M Buy
11,544
+403
+4% +$79.2K 1.08% 43
2025
Q4 		$2.49M Buy
11,141
+532
+5% +$141K 1.33% 32
2025
Q3 		$3.16M Buy
10,609
+413
+4% +$116K 1.7% 19
2025
Q2 		$2.94M Sell
10,196
-410
-4% -$102K 1.7% 20
2025
Q1 		$2.46M Sell
10,606
-646
-6% -$148K 1.59% 20
2024
Q4 		$2.37M Sell
11,252
-189
-2% -$41.6K 1.44% 28
2024
Q3 		$2.4M Sell
11,441
-383
-3% -$75.7K 1.47% 26
2024
Q2 		$2.16M Buy
11,824
+1,900
+19% +$377K 1.4% 34
2024
Q1 		$2.3M Sell
9,924
-306
-3% -$66K 1.55% 25
2023
Q4 		$1.97M Buy
+10,230
New +$1.93M 1.42% 33

Other funds holding VEEV

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Boomfish Wealth Group's VEEV Position: Q3 2026 in Review

Boomfish Wealth Group reduced its Veeva Systems (VEEV) stake by 22% in Q3 2026, selling an estimated $549K and leaving 8,381 shares worth $2.39M. The position accounts for 1.04% of the portfolio, ranked #35.

Boomfish Wealth Group first reported a position in VEEV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.16M in Q3 2025. 966 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Boomfish Wealth Group held 8,381 shares of Veeva Systems worth $2.39M as of Q3 2026.
  • Boomfish Wealth Group sold 2,335 Veeva Systems shares in Q3 2026, an estimated $549K.
  • Veeva Systems made up 1.04% of Boomfish Wealth Group's portfolio in Q3 2026, its #35 holding.
  • Boomfish Wealth Group first reported a position in Veeva Systems in Q4 2023 and has held it in 12 quarters since.
  • Boomfish Wealth Group's Veeva Systems position peaked at $3.16M in Q3 2025.
  • 966 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.