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Connecticut Wealth Management’s Veeva Systems VEEV Stock Holding History

Connecticut 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 		$201K Buy
+1,132
New +$187K 0.01% 335
2026
Q1 		– Sell
-1,132
Closed -$253K – 344
2025
Q4 		$253K Hold
1,132
– – 0.01% 284
2025
Q3 		$337K Hold
1,132
– – 0.02% 261
2025
Q2 		$326K Sell
1,132
-3
-0.3% -$744 0.02% 250
2025
Q1 		$263K Hold
1,135
– – 0.01% 265
2024
Q4 		$239K Hold
1,135
– – 0.01% 248
2024
Q3 		$238K Sell
1,135
-105
-8% -$20.8K 0.01% 291
2024
Q2 		$227K Sell
1,240
-1,087
-47% -$216K 0.01% 304
2024
Q1 		$539K Buy
2,327
+100
+4% +$21.6K 0.03% 209
2023
Q4 		$429K Sell
2,227
-1
-0% -$188 0.02% 224
2023
Q3 		$453K Buy
2,228
+111
+5% +$22.4K 0.03% 180
2023
Q2 		$419K Buy
2,117
+92
+5% +$16.8K 0.03% 163
2023
Q1 		$372K Sell
2,025
-490
-19% -$83.6K 0.03% 166
2022
Q4 		$406K Buy
2,515
+483
+24% +$82.5K 0.03% 125
2022
Q3 		$335K Buy
2,032
+426
+27% +$85.1K 0.03% 135
2022
Q2 		$318K Sell
1,606
-9
-0.6% -$1.66K 0.03% 143
2022
Q1 		$343K Buy
1,615
+9
+0.6% +$1.95K 0.03% 143
2021
Q4 		$410K Sell
1,606
-4
-0.2% -$1.16K 0.03% 135
2021
Q3 		$464K Buy
1,610
+5
+0.3% +$1.59K 0.04% 123
2021
Q2 		$499K Hold
1,605
– – 0.04% 120
2021
Q1 		$419K Buy
1,605
+268
+20% +$74.7K 0.04% 108
2020
Q4 		$364K Hold
1,337
– – 0.04% 135
2020
Q3 		$376K Buy
1,337
+237
+22% +$62.5K 0.04% 144
2020
Q2 		$258K Buy
+1,100
New +$218K 0.03% 126

Other funds holding VEEV

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Connecticut Wealth Management opened a new position in Veeva Systems (VEEV) in Q2 2026: 1,132 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in VEEV as recently as Q4 2025.

Connecticut Wealth Management first reported a position in VEEV in Q2 2020 and has held it in 24 quarters since. The position peaked at $539K in Q1 2024. 412 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Connecticut Wealth Management held 1,132 shares of Veeva Systems worth $201K as of Q2 2026.
  • Veeva Systems was a new Connecticut Wealth Management position in Q2 2026.
  • Veeva Systems made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Connecticut Wealth Management first reported a position in Veeva Systems in Q2 2020 and has held it in 24 quarters since.
  • Connecticut Wealth Management's Veeva Systems position peaked at $539K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.