Clearstead Trust’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$36.4K Buy
205
+40
+24% +$6.6K ﹤0.01% 361
2026
Q1
$29K Buy
165
+35
+27% +$6.88K ﹤0.01% 382
2025
Q4
$29K Sell
130
-29
-18% -$7.7K ﹤0.01% 398
2025
Q3
$47.4K Buy
159
+90
+130% +$25.3K 0.01% 322
2025
Q2
$19.9K Buy
+69
New +$17.1K ﹤0.01% 430
2023
Q4
Sell
-125
Closed -$25.4K 472
2023
Q3
$25.4K Buy
+125
New +$25.2K 0.01% 269
2023
Q1
Sell
-218
Closed -$35K 402
2022
Q4
$35K Buy
+218
New +$37.3K 0.01% 249

Other funds holding VEEV

Clearstead Trust's VEEV Position: Q2 2026 in Review

Clearstead Trust increased its Veeva Systems (VEEV) stake by 24% in Q2 2026, buying an estimated $6.6K and bringing the position to 205 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Clearstead Trust first reported a position in VEEV in Q4 2022 and has held it in 7 quarters since. The position peaked at $47.4K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Clearstead Trust held 205 shares of Veeva Systems worth $36.4K as of Q2 2026.
  • Clearstead Trust bought 40 Veeva Systems shares in Q2 2026, an estimated $6.6K.
  • Veeva Systems made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #361 holding.
  • Clearstead Trust first reported a position in Veeva Systems in Q4 2022 and has held it in 7 quarters since.
  • Clearstead Trust's Veeva Systems position peaked at $47.4K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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