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Clearstead Advisors’s Veeva Systems VEEV Stock Holding History

Clearstead 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 		$544K Sell
3,068
-2,159
-41% -$356K 0.01% 733
2026
Q1 		$918K Buy
5,227
+508
+11% +$99.8K 0.01% 542
2025
Q4 		$1.05M Sell
4,719
-705
-13% -$187K 0.01% 464
2025
Q3 		$1.62M Buy
5,424
+1,837
+51% +$517K 0.02% 358
2025
Q2 		$1.03M Buy
3,587
+751
+26% +$186K 0.01% 434
2025
Q1 		$657K Sell
2,836
-1,039
-27% -$237K 0.01% 510
2024
Q4 		$815K Sell
3,875
-14
-0.4% -$3.08K 0.01% 456
2024
Q3 		$816K Buy
3,889
+25
+0.6% +$4.94K 0.01% 457
2024
Q2 		$707K Buy
3,864
+3,691
+2,134% +$733K 0.01% 469
2024
Q1 		$35.3K Hold
173
– – ﹤0.01% 844
2023
Q4 		$33.3K Buy
173
+6
+4% +$1.13K ﹤0.01% 844
2023
Q3 		$34K Sell
167
-60
-26% -$12.1K ﹤0.01% 790
2023
Q2 		$44.9K Sell
227
-133
-37% -$24.3K ﹤0.01% 749
2023
Q1 		$66.2K Sell
360
-125
-26% -$21.3K ﹤0.01% 601
2022
Q4 		$78.3K Buy
485
+200
+70% +$34.2K 0.01% 549
2022
Q3 		$47K Sell
285
-17
-6% -$3.4K ﹤0.01% 620
2022
Q2 		$60K Sell
302
-110
-27% -$20.2K ﹤0.01% 585
2022
Q1 		$88K Buy
412
+328
+390% +$71.2K 0.01% 573
2021
Q4 		$21K Sell
84
-270
-76% -$78.5K ﹤0.01% 824
2021
Q3 		$102K Buy
354
+270
+321% +$85.7K 0.01% 480
2021
Q2 		$26K Sell
84
-23
-21% -$6.41K ﹤0.01% 667
2021
Q1 		$28K Buy
+107
New +$29.8K ﹤0.01% 622

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

Clearstead Advisors's VEEV Position: Q2 2026 in Review

Clearstead Advisors reduced its Veeva Systems (VEEV) stake by 41% in Q2 2026, selling an estimated $356K and leaving 3,068 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #733.

Clearstead Advisors first reported a position in VEEV in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.62M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Clearstead Advisors held 3,068 shares of Veeva Systems worth $544K as of Q2 2026.
  • Clearstead Advisors sold 2,159 Veeva Systems shares in Q2 2026, an estimated $356K.
  • Veeva Systems made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #733 holding.
  • Clearstead Advisors first reported a position in Veeva Systems in Q1 2021 and has held it in 22 quarters since.
  • Clearstead Advisors's Veeva Systems position peaked at $1.62M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.