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Financial Consulate’s Veeva Systems VEEV Stock Holding History

Financial Consulate’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 		$66.9K Sell
377
-437
-54% -$72.1K 0.01% 296
2026
Q1 		$143K Sell
814
-955
-54% -$188K 0.02% 179
2025
Q4 		$395K Sell
1,769
-376
-18% -$99.8K 0.05% 99
2025
Q3 		$639K Buy
+2,145
New +$604K 0.09% 71
2023
Q2 		– Sell
-1,762
Closed -$324K – 113
2023
Q1 		$324K Buy
1,762
+31
+2% +$5.29K 0.11% 94
2022
Q4 		$279K Buy
1,731
+44
+3% +$7.52K 0.1% 114
2022
Q3 		$278K Buy
1,687
+494
+41% +$98.7K 0.12% 93
2022
Q2 		$236K Buy
1,193
+206
+21% +$37.9K 0.11% 111
2022
Q1 		$210K Buy
+987
New +$214K 0.08% 125

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

Financial Consulate's VEEV Position: Q2 2026 in Review

Financial Consulate reduced its Veeva Systems (VEEV) stake by 54% in Q2 2026, selling an estimated $72.1K and leaving 377 shares worth $66.9K. The position accounts for 0.01% of the portfolio, ranked #296.

Financial Consulate first reported a position in VEEV in Q1 2022 and has held it in 9 quarters since. The position peaked at $639K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Financial Consulate held 377 shares of Veeva Systems worth $66.9K as of Q2 2026.
  • Financial Consulate sold 437 Veeva Systems shares in Q2 2026, an estimated $72.1K.
  • Veeva Systems made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #296 holding.
  • Financial Consulate first reported a position in Veeva Systems in Q1 2022 and has held it in 9 quarters since.
  • Financial Consulate's Veeva Systems position peaked at $639K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.