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Cassaday & Co Wealth Management’s Veeva Systems VEEV Stock Holding History

Cassaday & Co Wealth Management’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 		$80.9K Sell
456
-7
-2% -$1.15K ﹤0.01% 527
2026
Q1 		$81.3K Buy
+463
New +$91K ﹤0.01% 506

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

Cassaday & Co Wealth Management's VEEV Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Veeva Systems (VEEV) stake by 1.5% in Q2 2026, selling an estimated $1.15K and leaving 456 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Cassaday & Co Wealth Management first reported a position in VEEV in Q1 2026 and has held it in 2 quarters since. The position peaked at $81.3K in Q1 2026. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Cassaday & Co Wealth Management held 456 shares of Veeva Systems worth $80.9K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 7 Veeva Systems shares in Q2 2026, an estimated $1.15K.
  • Veeva Systems made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Cassaday & Co Wealth Management first reported a position in Veeva Systems in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Veeva Systems position peaked at $81.3K in Q1 2026.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.