COMPASS FINANCIAL MANAGEMENT LLC’s Veeva Systems VEEV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$32K	Buy	+151	New	+$24.9K	﹤0.01%	781

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VEEV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Veeva Systems (VEEV) in Q2 2026: 151 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings.

845 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 151 shares of Veeva Systems worth $32K as of Q2 2026.
Veeva Systems was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Veeva Systems made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #781 holding.
845 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.