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Capital Performance Advisors’s Veeva Systems VEEV Stock Holding History

Capital Performance 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 		– Sell
-1,648
Closed -$289K – 484
2026
Q1 		$289K Sell
1,648
-118
-7% -$23.2K 0.02% 337
2025
Q4 		$394K Sell
1,766
-304
-15% -$80.7K 0.03% 255
2025
Q3 		$617K Buy
2,070
+525
+34% +$148K 0.1% 105
2025
Q2 		$445K Buy
1,545
+645
+72% +$160K 0.09% 115
2025
Q1 		$208K Buy
+900
New +$206K 0.05% 237
2024
Q4 		– Sell
-484
Closed -$102K – 2591
2024
Q3 		$102K Buy
+484
New +$95.7K 0.03% 192

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

Capital Performance Advisors's VEEV Position: Q2 2026 in Review

Capital Performance Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 1,648 shares — an estimated $289K sold.

Capital Performance Advisors first reported a position in VEEV in Q3 2024 and held it in 6 quarters. The position peaked at $617K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Capital Performance Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,648 Veeva Systems shares in Q2 2026, an estimated $289K.
  • Capital Performance Advisors first reported a position in Veeva Systems in Q3 2024 and held it in 6 quarters.
  • Capital Performance Advisors's Veeva Systems position peaked at $617K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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