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Crux Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Crux Wealth Advisors’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 		$294K Sell
1,655
-68
-4% -$11.2K 0.1% 158
2026
Q1 		$303K Sell
1,723
-15
-0.9% -$2.95K 0.12% 144
2025
Q4 		$388K Sell
1,738
-4
-0.2% -$1.06K 0.14% 127
2025
Q3 		$519K Buy
1,742
+119
+7% +$33.5K 0.21% 113
2025
Q2 		$467K Buy
1,623
+374
+30% +$92.8K 0.2% 117
2025
Q1 		$289K Buy
1,249
+123
+11% +$28.1K 0.15% 144
2024
Q4 		$237K Buy
+1,126
New +$248K 0.13% 137

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

Crux Wealth Advisors's VEEV Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Veeva Systems (VEEV) stake by 3.9% in Q2 2026, selling an estimated $11.2K and leaving 1,655 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #158.

Crux Wealth Advisors first reported a position in VEEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $519K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Crux Wealth Advisors held 1,655 shares of Veeva Systems worth $294K as of Q2 2026.
  • Crux Wealth Advisors sold 68 Veeva Systems shares in Q2 2026, an estimated $11.2K.
  • Veeva Systems made up 0.1% of Crux Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Crux Wealth Advisors first reported a position in Veeva Systems in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Veeva Systems position peaked at $519K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.