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Goelzer Investment Management’s Veeva Systems VEEV Stock Holding History

Goelzer Investment 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 		– Sell
-5,978
Closed -$1.05M – 328
2026
Q1 		$1.05M Sell
5,978
-1,000
-14% -$196K 0.05% 169
2025
Q4 		$1.56M Sell
6,978
-239
-3% -$63.4K 0.07% 137
2025
Q3 		$2.15M Buy
7,217
+8
+0.1% +$2.25K 0.11% 124
2025
Q2 		$2.08M Sell
7,209
-102
-1% -$25.3K 0.11% 129
2025
Q1 		$1.69M Buy
7,311
+86
+1% +$19.7K 0.1% 131
2024
Q4 		$1.52M Buy
7,225
+41
+0.6% +$9.02K 0.09% 132
2024
Q3 		$1.51M Buy
+7,184
New +$1.42M 0.08% 132

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Goelzer Investment Management's VEEV Position: Q2 2026 in Review

Goelzer Investment Management sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 5,978 shares — an estimated $1.05M sold.

Goelzer Investment Management first reported a position in VEEV in Q3 2024 and held it in 7 quarters. The position peaked at $2.15M in Q3 2025. 616 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Goelzer Investment Management reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Goelzer Investment Management sold 5,978 Veeva Systems shares in Q2 2026, an estimated $1.05M.
  • Goelzer Investment Management first reported a position in Veeva Systems in Q3 2024 and held it in 7 quarters.
  • Goelzer Investment Management's Veeva Systems position peaked at $2.15M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.