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EP Wealth Advisors’s Veeva Systems VEEV Stock Holding History

EP Wealth Advisors’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 		– Sell
-4,936
Closed -$867K – 1891
2026
Q1 		$867K Buy
4,936
+715
+17% +$140K ﹤0.01% 682
2025
Q4 		$942K Buy
+4,221
New +$1.12M ﹤0.01% 640
2025
Q2 		$1.07M Buy
3,707
+1,442
+64% +$358K 0.01% 547
2025
Q1 		$525K Sell
2,265
-285
-11% -$65.1K ﹤0.01% 689
2024
Q4 		$536K Sell
2,550
-1,208
-32% -$266K ﹤0.01% 673
2024
Q3 		$789K Buy
+3,758
New +$743K 0.01% 558
2024
Q2 		– Sell
-937
Closed -$217K – 890
2024
Q1 		$217K Sell
937
-114
-11% -$24.6K ﹤0.01% 714
2023
Q4 		$202K Buy
+1,051
New +$198K ﹤0.01% 713
2022
Q3 		– Sell
-9,899
Closed -$1.96M – 634
2022
Q2 		$1.96M Sell
9,899
-184
-2% -$33.9K 0.04% 198
2022
Q1 		$2.14M Buy
+10,083
New +$2.19M 0.05% 196
2021
Q4 		– Sell
-716
Closed -$206K – 570
2021
Q3 		$206K Sell
716
-173
-19% -$54.9K 0.01% 506
2021
Q2 		$276K Buy
+889
New +$248K 0.01% 457

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

EP Wealth Advisors's VEEV Position: Q2 2026 in Review

EP Wealth Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 4,936 shares — an estimated $867K sold.

EP Wealth Advisors first reported a position in VEEV in Q2 2021 and held it in 12 quarters. The position peaked at $2.14M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • EP Wealth Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,936 Veeva Systems shares in Q2 2026, an estimated $867K.
  • EP Wealth Advisors first reported a position in Veeva Systems in Q2 2021 and held it in 12 quarters.
  • EP Wealth Advisors's Veeva Systems position peaked at $2.14M in Q1 2022.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.