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Dogwood Wealth Management’s Veeva Systems VEEV Stock Holding History

Dogwood 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 		$2.66K Sell
15
-5
-25% -$824 ﹤0.01% 618
2026
Q1 		$3.51K Buy
20
+2
+11% +$393 ﹤0.01% 541
2025
Q4 		$4.02K Buy
18
+12
+200% +$3.18K ﹤0.01% 462
2025
Q3 		$1.79K Sell
6
-1
-14% -$281 ﹤0.01% 540
2025
Q2 		$1.96K Hold
7
– – ﹤0.01% 561
2025
Q1 		$1.62K Buy
+7
New +$1.6K ﹤0.01% 380
2024
Q3 		– Hold
0
– – – 374
2024
Q2 		– Hold
0
– – – 449
2024
Q1 		– Hold
0
– – – 404
2023
Q4 		– Hold
0
– – – 401

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

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

Dogwood Wealth Management reduced its Veeva Systems (VEEV) stake by 25% in Q2 2026, selling an estimated $824 and leaving 15 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Dogwood Wealth Management first reported a position in VEEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.02K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Dogwood Wealth Management held 15 shares of Veeva Systems worth $2.66K as of Q2 2026.
  • Dogwood Wealth Management sold 5 Veeva Systems shares in Q2 2026, an estimated $824.
  • Veeva Systems made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Dogwood Wealth Management first reported a position in Veeva Systems in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Veeva Systems position peaked at $4.02K in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.