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Copia Wealth Management’s Veeva Systems VEEV Stock Holding History

Copia 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 		$2.31K Hold
13
– – ﹤0.01% 455
2026
Q1 		$2.28K Hold
13
– – ﹤0.01% 427
2025
Q4 		$2.9K Buy
+13
New +$3.45K ﹤0.01% 412

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

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

Copia Wealth Management held its Veeva Systems (VEEV) position steady in Q2 2026 at 13 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Copia Wealth Management first reported a position in VEEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.9K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Copia Wealth Management held 13 shares of Veeva Systems worth $2.31K as of Q2 2026.
  • Copia Wealth Management left its Veeva Systems share count unchanged in Q2 2026.
  • Veeva Systems made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Copia Wealth Management first reported a position in Veeva Systems in Q4 2025 and has held it in 3 quarters since.
  • Copia Wealth Management's Veeva Systems position peaked at $2.9K in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.