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Caerus Investment Advisors’s Veeva Systems VEEV Stock Holding History

Caerus Investment 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 		$236K Sell
1,329
-571
-30% -$94.2K 0.08% 266
2026
Q1 		$334K Buy
+1,900
New +$373K 0.14% 153
2025
Q4 		– Sell
-3,335
Closed -$994K – 363
2025
Q3 		$994K Buy
+3,335
New +$939K 0.41% 40

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

Caerus Investment Advisors's VEEV Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Veeva Systems (VEEV) stake by 30% in Q2 2026, selling an estimated $94.2K and leaving 1,329 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #266.

Caerus Investment Advisors first reported a position in VEEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $994K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Caerus Investment Advisors held 1,329 shares of Veeva Systems worth $236K as of Q2 2026.
  • Caerus Investment Advisors sold 571 Veeva Systems shares in Q2 2026, an estimated $94.2K.
  • Veeva Systems made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #266 holding.
  • Caerus Investment Advisors first reported a position in Veeva Systems in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Veeva Systems position peaked at $994K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.