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Confluence Wealth Services’s Veeva Systems VEEV Stock Holding History

Confluence Wealth Services’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 		$210K Buy
+1,182
New +$195K 0.01% 458
2026
Q1 		– Sell
-1,163
Closed -$260K – 379
2025
Q4 		$260K Buy
1,163
+125
+12% +$33.2K 0.01% 335
2025
Q3 		$309K Sell
1,038
-3
-0.3% -$844 0.02% 311
2025
Q2 		$300K Buy
1,041
+8
+0.8% +$1.98K 0.02% 308
2025
Q1 		$228K Sell
1,033
-36
-3% -$8.23K 0.01% 319
2024
Q4 		$238K Buy
1,069
+72
+7% +$15.8K 0.02% 301
2024
Q3 		$209K Buy
+997
New +$197K 0.02% 332
2022
Q1 		– Sell
-278
Closed -$71K – 1121
2021
Q4 		$71K Buy
+278
New +$80.8K 0.02% 386

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

Confluence Wealth Services's VEEV Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Veeva Systems (VEEV) in Q2 2026: 1,182 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in VEEV as recently as Q4 2025.

Confluence Wealth Services first reported a position in VEEV in Q4 2021 and has held it in 8 quarters since. The position peaked at $309K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Confluence Wealth Services held 1,182 shares of Veeva Systems worth $210K as of Q2 2026.
  • Veeva Systems was a new Confluence Wealth Services position in Q2 2026.
  • Veeva Systems made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #458 holding.
  • Confluence Wealth Services first reported a position in Veeva Systems in Q4 2021 and has held it in 8 quarters since.
  • Confluence Wealth Services's Veeva Systems position peaked at $309K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.