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Cornerstone Planning Group’s Veeva Systems VEEV Stock Holding History

Cornerstone Planning Group’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 		$22.1K Sell
120
-4
-3% -$660 ﹤0.01% 645
2026
Q1 		$21.2K Sell
124
-42
-25% -$8.25K ﹤0.01% 647
2025
Q4 		$36.2K Buy
166
+27
+19% +$7.16K 0.01% 422
2025
Q3 		$10.3K Buy
139
+23
+20% +$6.47K ﹤0.01% 772
2025
Q2 		$32.6K Sell
116
-16
-12% -$3.97K 0.01% 312
2025
Q1 		$29.1K Buy
132
+29
+28% +$6.63K 0.01% 330
2024
Q4 		$23.3K Sell
103
-7
-6% -$1.54K 0.01% 286
2024
Q3 		$23.5K Buy
110
+7
+7% +$1.38K 0.01% 278
2024
Q2 		$19.1K Sell
103
-80
-44% -$15.9K 0.01% 321
2024
Q1 		$37.2K Sell
183
-28
-13% -$6.04K 0.01% 208
2023
Q4 		$40.6K Sell
211
-44
-17% -$8.29K 0.01% 212
2023
Q3 		$51.9K Sell
255
-120
-32% -$24.2K 0.02% 176
2023
Q2 		$74.1K Buy
+375
New +$68.4K 0.03% 172
2022
Q4 		$54.9K Buy
+347
New +$59.3K 0.02% 251

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Cornerstone Planning Group's VEEV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Veeva Systems (VEEV) stake by 3.2% in Q2 2026, selling an estimated $660 and leaving 120 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Cornerstone Planning Group first reported a position in VEEV in Q4 2022 and has held it in 14 quarters since. The position peaked at $74.1K in Q2 2023. 602 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Cornerstone Planning Group held 120 shares of Veeva Systems worth $22.1K as of Q2 2026.
  • Cornerstone Planning Group sold 4 Veeva Systems shares in Q2 2026, an estimated $660.
  • Veeva Systems made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #645 holding.
  • Cornerstone Planning Group first reported a position in Veeva Systems in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Veeva Systems position peaked at $74.1K in Q2 2023.
  • 602 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.