Concord Wealth Partners’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
$3.37K Buy
+19
New +$3.13K ﹤0.01% 704
2026
Q1
Sell
-191
Closed -$42.7K 755
2025
Q4
$42.7K Sell
191
-41
-18% -$10.9K 0.01% 350
2025
Q3
$69.2K Buy
232
+168
+263% +$47.3K 0.01% 298
2025
Q2
$18.4K Hold
64
﹤0.01% 476
2025
Q1
$14.8K Sell
64
-8
-11% -$1.83K ﹤0.01% 466
2024
Q4
$15.1K Hold
72
﹤0.01% 489
2024
Q3
$15.1K Buy
+72
New +$14.2K ﹤0.01% 511
2024
Q2
Sell
-64
Closed -$14.8K 913
2024
Q1
$14.8K Sell
64
-754
-92% -$163K ﹤0.01% 528
2023
Q4
$157K Buy
818
+5
+0.6% +$942 0.03% 231
2023
Q3
$165K Buy
813
+749
+1,170% +$151K 0.04% 212
2023
Q2
$12.7K Hold
64
﹤0.01% 575
2023
Q1
$11.8K Buy
+64
New +$10.9K ﹤0.01% 568

Other funds holding VEEV

Concord Wealth Partners's VEEV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Veeva Systems (VEEV) in Q2 2026: 19 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VEEV as recently as Q4 2025.

Concord Wealth Partners first reported a position in VEEV in Q1 2023 and has held it in 12 quarters since. The position peaked at $165K in Q3 2023. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Concord Wealth Partners held 19 shares of Veeva Systems worth $3.37K as of Q2 2026.
  • Veeva Systems was a new Concord Wealth Partners position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #704 holding.
  • Concord Wealth Partners first reported a position in Veeva Systems in Q1 2023 and has held it in 12 quarters since.
  • Concord Wealth Partners's Veeva Systems position peaked at $165K in Q3 2023.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.