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Fortis Capital Advisors’s Veeva Systems VEEV Stock Holding History

Fortis Capital 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 		$425K Sell
2,394
-4
-0.2% -$660 0.05% 265
2026
Q1 		$421K Sell
2,398
-250
-9% -$49.1K 0.06% 256
2025
Q4 		$591K Sell
2,648
-2,339
-47% -$621K 0.09% 184
2025
Q3 		$1.49M Buy
4,987
+640
+15% +$180K 0.24% 63
2025
Q2 		$1.25M Sell
4,347
-700
-14% -$174K 0.22% 67
2025
Q1 		$1.17M Sell
5,047
-2,165
-30% -$495K 0.24% 72
2024
Q4 		$1.56M Buy
7,212
+3,605
+100% +$793K 0.53% 34
2024
Q3 		$757K Sell
3,607
-3,901
-52% -$771K 0.25% 75
2024
Q2 		$1.37M Buy
7,508
+1,404
+23% +$279K 0.5% 35
2024
Q1 		$1.41M Buy
6,104
+2,504
+70% +$540K 0.6% 26
2023
Q4 		$693K Sell
3,600
-900
-20% -$170K 0.37% 42
2023
Q3 		$916K Sell
4,500
-1,678
-27% -$338K 0.59% 32
2023
Q2 		$1.22M Buy
6,178
+2,333
+61% +$425K 0.72% 30
2023
Q1 		$707K Buy
3,845
+639
+20% +$109K 0.38% 39
2022
Q4 		$517K Buy
+3,206
New +$548K 0.31% 50

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

Fortis Capital Advisors's VEEV Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Veeva Systems (VEEV) stake by 0.17% in Q2 2026, selling an estimated $660 and leaving 2,394 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #265.

Fortis Capital Advisors first reported a position in VEEV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Fortis Capital Advisors held 2,394 shares of Veeva Systems worth $425K as of Q2 2026.
  • Fortis Capital Advisors sold 4 Veeva Systems shares in Q2 2026, an estimated $660.
  • Veeva Systems made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #265 holding.
  • Fortis Capital Advisors first reported a position in Veeva Systems in Q4 2022 and has held it in 15 quarters since.
  • Fortis Capital Advisors's Veeva Systems position peaked at $1.56M in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.