Creative Planning
VEEV icon

Creative Planning’s Veeva Systems VEEV Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-8,000
Closed -$316K – 2587
2021
Q1 		$316K Buy
+8,000
New +$2.23M ﹤0.01% 1771
2019
Q3 		– Sell
-1,700
Closed -$124K – 2116
2019
Q2 		$124K Buy
1,700
+200
+13% +$29.1K ﹤0.01% 1719
2019
Q1 		$72K Buy
+1,500
New +$169K ﹤0.01% 1748

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

Creative Planning's VEEV Position: Q2 2026 in Review

Creative Planning increased its Veeva Systems (VEEV) stake by 70% in Q2 2026, buying an estimated $7.46M and bringing the position to 110,043 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #515.

Creative Planning first reported a position in VEEV in Q4 2013 and has held it in 49 quarters since. The position peaked at $19.7M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Creative Planning held 110,043 shares of Veeva Systems worth $19.5M as of Q2 2026.
  • Creative Planning bought 45,246 Veeva Systems shares in Q2 2026, an estimated $7.46M.
  • Veeva Systems made up 0.01% of Creative Planning's portfolio in Q2 2026, its #515 holding.
  • Creative Planning first reported a position in Veeva Systems in Q4 2013 and has held it in 49 quarters since.
  • Creative Planning's Veeva Systems position peaked at $19.7M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.