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Evolve Private Wealth’s Veeva Systems VEEV Stock Holding History

Evolve Private Wealth’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 		$616K Buy
3,468
+842
+32% +$139K 0.04% 434
2026
Q1 		$461K Sell
2,626
-501
-16% -$98.4K 0.02% 612
2025
Q4 		$698K Buy
+3,127
New +$830K 0.04% 405

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's VEEV Position: Q2 2026 in Review

Evolve Private Wealth increased its Veeva Systems (VEEV) stake by 32% in Q2 2026, buying an estimated $139K and bringing the position to 3,468 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #434.

Evolve Private Wealth first reported a position in VEEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $698K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Evolve Private Wealth held 3,468 shares of Veeva Systems worth $616K as of Q2 2026.
  • Evolve Private Wealth bought 842 Veeva Systems shares in Q2 2026, an estimated $139K.
  • Veeva Systems made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #434 holding.
  • Evolve Private Wealth first reported a position in Veeva Systems in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Veeva Systems position peaked at $698K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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