Gallagher Capital Advisors’s Veeva Systems VEEV Stock Holding History

Gallagher 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	$783K	Sell	4,410 -940	-18%	-$155K	0.45%	40
2026 Q1	$940K	Buy	+5,350	New	+$1.05M	0.63%	34
2025 Q4	–	Sell	-5,881	Closed	-$1.68M	–	79
2025 Q3	$1.68M	Sell	5,881 -16	-0.3%	-$4.5K	0.97%	26
2025 Q2	$1.7M	Sell	5,897 -83	-1%	-$20.6K	1.37%	26
2025 Q1	$1.39M	Sell	5,980 -6	-0.1%	-$1.37K	1.06%	26
2024 Q4	$1.26M	Buy	+5,986	New	+$1.32M	0.92%	27

Other funds holding VEEV

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

Gallagher Capital Advisors reduced its Veeva Systems (VEEV) stake by 18% in Q2 2026, selling an estimated $155K and leaving 4,410 shares worth $783K. The position accounts for 0.45% of the portfolio, ranked #40.

Gallagher Capital Advisors first reported a position in VEEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q2 2025. 468 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Gallagher Capital Advisors held 4,410 shares of Veeva Systems worth $783K as of Q2 2026.
Gallagher Capital Advisors sold 940 Veeva Systems shares in Q2 2026, an estimated $155K.
Veeva Systems made up 0.45% of Gallagher Capital Advisors's portfolio in Q2 2026, its #40 holding.
Gallagher Capital Advisors first reported a position in Veeva Systems in Q4 2024 and has held it in 6 quarters since.
Gallagher Capital Advisors's Veeva Systems position peaked at $1.7M in Q2 2025.
468 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.