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Diversify Wealth Management’s Veeva Systems VEEV Stock Holding History

Diversify 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 		$2.76M Buy
14,216
+1,157
+9% +$191K 0.05% 315
2026
Q1 		$2.07M Buy
13,059
+586
+5% +$115K 0.04% 369
2025
Q4 		$2.85M Buy
12,473
+551
+5% +$146K 0.13% 181
2025
Q3 		$3.49M Buy
11,922
+523
+5% +$147K 0.2% 139
2025
Q2 		$3.14M Buy
11,399
+575
+5% +$143K 0.19% 141
2025
Q1 		$2.51M Buy
10,824
+328
+3% +$75K 0.19% 150
2024
Q4 		$2.29M Buy
10,496
+335
+3% +$73.7K 0.18% 145
2024
Q3 		$2.21M Buy
+10,161
New +$2.01M 0.21% 122

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its Veeva Systems (VEEV) stake by 8.9% in Q2 2026, buying an estimated $191K and bringing the position to 14,216 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #315.

Diversify Wealth Management first reported a position in VEEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.49M in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Diversify Wealth Management held 14,216 shares of Veeva Systems worth $2.76M as of Q2 2026.
  • Diversify Wealth Management bought 1,157 Veeva Systems shares in Q2 2026, an estimated $191K.
  • Veeva Systems made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Diversify Wealth Management first reported a position in Veeva Systems in Q3 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Veeva Systems position peaked at $3.49M in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.