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GeoWealth Management’s Veeva Systems VEEV Stock Holding History

GeoWealth Management’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 		$449K Sell
2,527
-107
-4% -$17.6K 0.01% 526
2026
Q1 		$463K Buy
2,634
+573
+28% +$113K 0.02% 486
2025
Q4 		$460K Sell
2,061
-265
-11% -$70.3K 0.02% 463
2025
Q3 		$693K Buy
2,326
+1,336
+135% +$376K 0.03% 374
2025
Q2 		$285K Sell
990
-32
-3% -$7.94K 0.01% 556
2025
Q1 		$237K Hold
1,022
– – 0.01% 611
2024
Q4 		$215K Buy
1,022
+101
+11% +$22.2K 0.01% 739
2024
Q3 		$193K Buy
+921
New +$182K 0.01% 731

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

GeoWealth Management's VEEV Position: Q2 2026 in Review

GeoWealth Management reduced its Veeva Systems (VEEV) stake by 4.1% in Q2 2026, selling an estimated $17.6K and leaving 2,527 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #526.

GeoWealth Management first reported a position in VEEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $693K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • GeoWealth Management held 2,527 shares of Veeva Systems worth $449K as of Q2 2026.
  • GeoWealth Management sold 107 Veeva Systems shares in Q2 2026, an estimated $17.6K.
  • Veeva Systems made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #526 holding.
  • GeoWealth Management first reported a position in Veeva Systems in Q3 2024 and has held it in 8 quarters since.
  • GeoWealth Management's Veeva Systems position peaked at $693K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.