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Circle Wealth Management’s Veeva Systems VEEV Stock Holding History

Circle 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 		– Sell
-3,142
Closed -$552K – 282
2026
Q1 		$552K Sell
3,142
-1,233
-28% -$242K 0.01% 185
2025
Q4 		$977K Sell
4,375
-2,444
-36% -$649K 0.02% 134
2025
Q3 		$2.03M Buy
6,819
+374
+6% +$105K 0.04% 80
2025
Q2 		$1.86M Sell
6,445
-990
-13% -$246K 0.04% 83
2025
Q1 		$1.72M Buy
7,435
+649
+10% +$148K 0.04% 80
2024
Q4 		$1.43M Sell
6,786
-827
-11% -$182K 0.03% 91
2024
Q3 		$1.6M Buy
7,613
+4,325
+132% +$855K 0.04% 83
2024
Q2 		$602K Buy
+3,288
New +$653K 0.01% 142

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

Circle Wealth Management's VEEV Position: Q2 2026 in Review

Circle Wealth Management sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 3,142 shares — an estimated $552K sold.

Circle Wealth Management first reported a position in VEEV in Q2 2024 and held it in 8 quarters. The position peaked at $2.03M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Circle Wealth Management reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 3,142 Veeva Systems shares in Q2 2026, an estimated $552K.
  • Circle Wealth Management first reported a position in Veeva Systems in Q2 2024 and held it in 8 quarters.
  • Circle Wealth Management's Veeva Systems position peaked at $2.03M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.