CWM
VEEV icon

Compass Wealth Management’s Veeva Systems VEEV Stock Holding History

Compass 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 		$5.32M Buy
29,965
+7,251
+32% +$1.2M 1.01% 34
2026
Q1 		$3.99M Buy
+22,714
New +$4.46M 0.99% 45

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

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

Compass Wealth Management increased its Veeva Systems (VEEV) stake by 32% in Q2 2026, buying an estimated $1.2M and bringing the position to 29,965 shares worth $5.32M. The position accounts for 1.01% of the portfolio, ranked #34.

Compass Wealth Management first reported a position in VEEV in Q1 2026 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Compass Wealth Management held 29,965 shares of Veeva Systems worth $5.32M as of Q2 2026.
  • Compass Wealth Management bought 7,251 Veeva Systems shares in Q2 2026, an estimated $1.2M.
  • Veeva Systems made up 1.01% of Compass Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Compass Wealth Management first reported a position in Veeva Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.