Compass Financial Management’s Veeva Systems VEEV Stock Holding History

Compass Financial 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	$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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Compass Financial Management's VEEV Position: Q2 2026 in Review

Compass Financial Management 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.

1,000 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Compass Financial Management held 151 shares of Veeva Systems worth $32K as of Q2 2026.
Veeva Systems was a new Compass Financial Management position in Q2 2026.
Veeva Systems made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #781 holding.
1,000 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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