Elevation Wealth Partners’s Veeva Systems VEEV Stock Holding History

Elevation Wealth Partners’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	$160K	Sell	899 -2	-0.2%	-$330	0.05%	154
2026 Q1	$158K	Buy	901 +223	+33%	+$43.8K	0.06%	131
2025 Q4	$151K	Buy	678 +113	+20%	+$30K	0.05%	133
2025 Q3	$168K	Buy	565 +2	+0.4%	+$563	0.06%	128
2025 Q2	$162K	Hold	563	–	–	0.06%	126
2025 Q1	$130K	Hold	563	–	–	0.06%	138
2024 Q4	$118K	Hold	563	–	–	0.05%	150
2024 Q3	$118K	Hold	563	–	–	0.05%	151
2024 Q2	$103K	Hold	563	–	–	0.05%	157
2024 Q1	$130K	Hold	563	–	–	0.07%	135
2023 Q4	$115K	Hold	563	–	–	0.07%	141
2023 Q3	$115K	Hold	563	–	–	0.1%	85
2023 Q2	$111K	Hold	563	–	–	0.09%	91
2023 Q1	$103K	Buy	+563	New	+$96K	0.09%	98

Other funds holding VEEV

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Elevation Wealth Partners's VEEV Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Veeva Systems (VEEV) stake by 0.22% in Q2 2026, selling an estimated $330 and leaving 899 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #154.

Elevation Wealth Partners first reported a position in VEEV in Q1 2023 and has held it in 14 quarters since. The position peaked at $168K in Q3 2025. 347 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Elevation Wealth Partners held 899 shares of Veeva Systems worth $160K as of Q2 2026.
Elevation Wealth Partners sold 2 Veeva Systems shares in Q2 2026, an estimated $330.
Veeva Systems made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #154 holding.
Elevation Wealth Partners first reported a position in Veeva Systems in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Veeva Systems position peaked at $168K in Q3 2025.
347 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.