EWA
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EverSource Wealth Advisors’s Veeva Systems VEEV Stock Holding History

EverSource 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 		$417K Sell
2,350
-137
-6% -$22.6K 0.01% 634
2026
Q1 		$437K Buy
2,487
+250
+11% +$49.1K 0.01% 657
2025
Q4 		$499K Sell
2,237
-823
-27% -$218K 0.02% 543
2025
Q3 		$912K Buy
3,060
+836
+38% +$235K 0.04% 333
2025
Q2 		$640K Buy
2,224
+1,482
+200% +$368K 0.03% 381
2025
Q1 		$172K Sell
742
-392
-35% -$89.6K 0.01% 712
2024
Q4 		$238K Buy
1,134
+862
+317% +$190K 0.01% 588
2024
Q3 		$57.1K Sell
272
-17
-6% -$3.36K ﹤0.01% 1009
2024
Q2 		$55.5K Sell
289
-114
-28% -$22.6K ﹤0.01% 1041
2024
Q1 		$80K Buy
403
+38
+10% +$8.2K 0.01% 797
2023
Q4 		$70.3K Buy
365
+28
+8% +$5.28K 0.01% 769
2023
Q3 		$68.6K Buy
337
+3
+0.9% +$604 0.01% 706
2023
Q2 		$66K Buy
334
+89
+36% +$16.2K 0.01% 728
2023
Q1 		$45K Buy
245
+4
+2% +$682 0.01% 824
2022
Q4 		$38.9K Buy
241
+128
+113% +$21.9K 0.01% 855
2022
Q3 		$18K Hold
113
– – ﹤0.01% 943
2022
Q2 		$23K Buy
113
+14
+14% +$2.58K 0.01% 798
2022
Q1 		$21K Sell
99
-49
-33% -$10.6K 0.01% 687
2021
Q4 		$38K Buy
+148
New +$43K 0.01% 480

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

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

EverSource Wealth Advisors reduced its Veeva Systems (VEEV) stake by 5.5% in Q2 2026, selling an estimated $22.6K and leaving 2,350 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #634.

EverSource Wealth Advisors first reported a position in VEEV in Q4 2021 and has held it in 19 quarters since. The position peaked at $912K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • EverSource Wealth Advisors held 2,350 shares of Veeva Systems worth $417K as of Q2 2026.
  • EverSource Wealth Advisors sold 137 Veeva Systems shares in Q2 2026, an estimated $22.6K.
  • Veeva Systems made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #634 holding.
  • EverSource Wealth Advisors first reported a position in Veeva Systems in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Veeva Systems position peaked at $912K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.