Dakota Wealth Management’s Veeva Systems VEEV Stock Holding History

Dakota Wealth 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	$1.31M	Buy	+7,375	New	+$1.22M	0.03%	386
2025 Q4	–	Sell	-4,637	Closed	-$1.38M	–	813
2025 Q3	$1.38M	Sell	4,637 -7,292	-61%	-$2.05M	0.03%	304
2025 Q2	$3.44M	Buy	11,929 +4,538	+61%	+$1.13M	0.07%	200
2025 Q1	$1.71M	Buy	7,391 +393	+6%	+$89.8K	0.04%	282
2024 Q4	$1.47M	Buy	+6,998	New	+$1.54M	0.03%	307
2022 Q3	–	Sell	-1,726	Closed	-$342K	–	617
2022 Q2	$342K	Buy	+1,726	New	+$318K	0.03%	352

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

Dakota Wealth Management's VEEV Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Veeva Systems (VEEV) in Q2 2026: 7,375 shares worth $1.31M. The stake represents 0.03% of the portfolio and ranks #386 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in VEEV as recently as Q3 2025.

Dakota Wealth Management first reported a position in VEEV in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.44M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Dakota Wealth Management held 7,375 shares of Veeva Systems worth $1.31M as of Q2 2026.
Veeva Systems was a new Dakota Wealth Management position in Q2 2026.
Veeva Systems made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #386 holding.
Dakota Wealth Management first reported a position in Veeva Systems in Q2 2022 and has held it in 6 quarters since.
Dakota Wealth Management's Veeva Systems position peaked at $3.44M in Q2 2025.
1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.