EI
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Ellevest Inc’s Veeva Systems VEEV Stock Holding History

Ellevest Inc’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 		$406K Sell
2,288
-493
-18% -$81.3K 0.05% 297
2026
Q1 		$489K Buy
2,781
+568
+26% +$112K 0.07% 235
2025
Q4 		$494K Sell
2,213
-215
-9% -$57.1K 0.07% 230
2025
Q3 		$723K Sell
2,428
-223
-8% -$62.8K 0.1% 140
2025
Q2 		$763K Sell
2,651
-27
-1% -$6.7K 0.12% 124
2025
Q1 		$620K Buy
2,678
+225
+9% +$51.4K 0.04% 160
2024
Q4 		$516K Buy
2,453
+82
+3% +$18K 0.03% 192
2024
Q3 		$498K Buy
2,371
+453
+24% +$89.5K 0.03% 219
2024
Q2 		$351K Sell
1,918
-87
-4% -$17.3K 0.02% 290
2024
Q1 		$465K Buy
2,005
+158
+9% +$34.1K 0.03% 225
2023
Q4 		$356K Sell
1,847
-391
-17% -$73.7K 0.02% 262
2023
Q3 		$455K Buy
2,238
+477
+27% +$96.1K 0.04% 174
2023
Q2 		$348K Buy
1,761
+155
+10% +$28.3K 0.03% 241
2023
Q1 		$295K Buy
1,606
+273
+20% +$46.6K 0.02% 241
2022
Q4 		$215K Buy
1,333
+157
+13% +$26.8K 0.02% 286
2022
Q3 		$194K Buy
1,176
+881
+299% +$176K 0.02% 278
2022
Q2 		$58K Sell
295
-180
-38% -$33.1K 0.01% 532
2022
Q1 		$101K Buy
475
+187
+65% +$40.6K 0.01% 406
2021
Q4 		$74K Buy
288
+5
+2% +$1.45K 0.01% 441
2021
Q3 		$82K Sell
283
-13
-4% -$4.13K 0.01% 397
2021
Q2 		$92K Buy
296
+48
+19% +$13.4K 0.01% 379
2021
Q1 		$65K Sell
248
-35
-12% -$9.75K 0.01% 417
2020
Q4 		$77K Buy
283
+105
+59% +$29.4K 0.01% 366
2020
Q3 		$50K Buy
178
+80
+82% +$21.1K 0.01% 372
2020
Q2 		$23K Hold
98
– – ﹤0.01% 476
2020
Q1 		$15K Hold
98
– – ﹤0.01% 482
2019
Q4 		$14K Buy
+98
New +$14.4K ﹤0.01% 489

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

Ellevest Inc's VEEV Position: Q2 2026 in Review

Ellevest Inc reduced its Veeva Systems (VEEV) stake by 18% in Q2 2026, selling an estimated $81.3K and leaving 2,288 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #297.

Ellevest Inc first reported a position in VEEV in Q4 2019 and has held it in 27 quarters since. The position peaked at $763K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Ellevest Inc held 2,288 shares of Veeva Systems worth $406K as of Q2 2026.
  • Ellevest Inc sold 493 Veeva Systems shares in Q2 2026, an estimated $81.3K.
  • Veeva Systems made up 0.05% of Ellevest Inc's portfolio in Q2 2026, its #297 holding.
  • Ellevest Inc first reported a position in Veeva Systems in Q4 2019 and has held it in 27 quarters since.
  • Ellevest Inc's Veeva Systems position peaked at $763K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.