Cresset Asset Management’s Veeva Systems VEEV Stock Holding History

Cresset Asset 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	$903K	Buy	5,089 +368	+8%	+$60.7K	﹤0.01%	940
2026 Q1	$829K	Buy	4,721 +10	+0.2%	+$1.97K	﹤0.01%	861
2025 Q4	$1.05M	Buy	+4,711	New	+$1.25M	﹤0.01%	772
2025 Q3	–	Sell	-4,592	Closed	-$1.32M	–	1590
2025 Q2	$1.32M	Sell	4,592 -222	-5%	-$55.1K	0.01%	614
2025 Q1	$1.12M	Buy	+4,814	New	+$1.1M	0.01%	732
2024 Q4	–	Sell	-7,158	Closed	-$1.5M	–	2214
2024 Q3	$1.5M	Buy	7,158 +65	+0.9%	+$12.8K	0.01%	959
2024 Q2	$1.3M	Sell	7,093 -108	-1%	-$21.4K	0.01%	928
2024 Q1	$1.67M	Buy	7,201 +560	+8%	+$121K	0.01%	738
2023 Q4	$1.28M	Sell	6,641 -28	-0.4%	-$5.28K	0.01%	787
2023 Q3	$1.36M	Buy	6,669 +1,074	+19%	+$216K	0.01%	698
2023 Q2	$1.5M	Buy	+5,595	New	+$1.02M	﹤0.01%	754
2021 Q1	–	Sell	-921	Closed	-$251K	–	962
2020 Q4	$251K	Buy	921 +55	+6%	+$15.4K	﹤0.01%	617
2020 Q3	$243K	Buy	+866	New	+$228K	﹤0.01%	578
2019 Q2	–	Sell	-101	Closed	-$13K	–	1661
2019 Q1	$13K	Hold	101	–	–	﹤0.01%	1129
2018 Q4	$9K	Buy	+101	New	+$9.23K	﹤0.01%	890

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cresset Asset Management's VEEV Position: Q2 2026 in Review

Cresset Asset Management increased its Veeva Systems (VEEV) stake by 7.8% in Q2 2026, buying an estimated $60.7K and bringing the position to 5,089 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Cresset Asset Management first reported a position in VEEV in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.67M in Q1 2024. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Cresset Asset Management held 5,089 shares of Veeva Systems worth $903K as of Q2 2026.
Cresset Asset Management bought 368 Veeva Systems shares in Q2 2026, an estimated $60.7K.
Veeva Systems made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #940 holding.
Cresset Asset Management first reported a position in Veeva Systems in Q4 2018 and has held it in 15 quarters since.
Cresset Asset Management's Veeva Systems position peaked at $1.67M in Q1 2024.
1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.