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Crestwood Advisors Group’s Veeva Systems VEEV Stock Holding History

Crestwood Advisors 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 		$475K Buy
2,674
+743
+38% +$123K 0.01% 508
2026
Q1 		$339K Buy
1,931
+499
+35% +$98K 0.01% 534
2025
Q4 		$320K Buy
1,432
+3
+0.2% +$796 0.01% 501
2025
Q3 		$426K Buy
1,429
+23
+2% +$6.47K 0.01% 390
2025
Q2 		$405K Sell
1,406
-284
-17% -$70.4K 0.01% 383
2025
Q1 		$391K Buy
1,690
+61
+4% +$13.9K 0.01% 378
2024
Q4 		$342K Sell
1,629
-110
-6% -$24.2K 0.01% 360
2024
Q3 		$365K Sell
1,739
-189
-10% -$37.4K 0.01% 343
2024
Q2 		$353K Buy
+1,928
New +$383K 0.01% 328
2017
Q2 		– Sell
-300
Closed -$16K – 413
2017
Q1 		$16K Buy
+300
New +$13.5K ﹤0.01% 398

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

Crestwood Advisors Group's VEEV Position: Q2 2026 in Review

Crestwood Advisors Group increased its Veeva Systems (VEEV) stake by 38% in Q2 2026, buying an estimated $123K and bringing the position to 2,674 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #508.

Crestwood Advisors Group first reported a position in VEEV in Q1 2017 and has held it in 10 quarters since. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Crestwood Advisors Group held 2,674 shares of Veeva Systems worth $475K as of Q2 2026.
  • Crestwood Advisors Group bought 743 Veeva Systems shares in Q2 2026, an estimated $123K.
  • Veeva Systems made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #508 holding.
  • Crestwood Advisors Group first reported a position in Veeva Systems in Q1 2017 and has held it in 10 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.