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Essex Financial Services’s Veeva Systems VEEV Stock Holding History

Essex Financial Services’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
-1,786
Closed -$314K – 873
2026
Q1 		$314K Buy
+1,786
New +$351K 0.02% 598
2025
Q4 		– Sell
-1,143
Closed -$341K – 810
2025
Q3 		$341K Buy
1,143
+278
+32% +$78.2K 0.02% 539
2025
Q2 		$249K Buy
+865
New +$215K 0.02% 597

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Essex Financial Services's VEEV Position: Q2 2026 in Review

Essex Financial Services sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 1,786 shares — an estimated $314K sold.

Essex Financial Services first reported a position in VEEV in Q2 2025 and held it in 3 quarters. The position peaked at $341K in Q3 2025. 669 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Essex Financial Services reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 1,786 Veeva Systems shares in Q2 2026, an estimated $314K.
  • Essex Financial Services first reported a position in Veeva Systems in Q2 2025 and held it in 3 quarters.
  • Essex Financial Services's Veeva Systems position peaked at $341K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.