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HB Wealth Management’s Veeva Systems VEEV Stock Holding History

HB Wealth 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 		$1.66M Sell
9,340
-3,313
-26% -$546K 0.01% 530
2026
Q1 		$2.22M Sell
12,653
-5,556
-31% -$1.09M 0.01% 408
2025
Q4 		$4.06M Sell
18,209
-1,173
-6% -$311K 0.03% 286
2025
Q3 		$5.77M Buy
19,382
+958
+5% +$270K 0.04% 233
2025
Q2 		$5.31M Buy
18,424
+402
+2% +$99.7K 0.04% 222
2025
Q1 		$4.17M Buy
18,022
+16,291
+941% +$3.72M 0.03% 255
2024
Q4 		$364K Sell
1,731
-411
-19% -$90.4K ﹤0.01% 745
2024
Q3 		$450K Buy
2,142
+287
+15% +$56.7K ﹤0.01% 618
2024
Q2 		$339K Sell
1,855
-69
-4% -$13.7K ﹤0.01% 669
2024
Q1 		$446K Sell
1,924
-84
-4% -$18.1K 0.01% 541
2023
Q4 		$387K Sell
2,008
-362
-15% -$68.2K 0.01% 524
2023
Q3 		$482K Buy
2,370
+1,240
+110% +$250K 0.01% 439
2023
Q2 		$223K Sell
1,130
-21
-2% -$3.83K ﹤0.01% 641
2023
Q1 		$212K Buy
+1,151
New +$196K ﹤0.01% 658

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

HB Wealth Management's VEEV Position: Q2 2026 in Review

HB Wealth Management reduced its Veeva Systems (VEEV) stake by 26% in Q2 2026, selling an estimated $546K and leaving 9,340 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #530.

HB Wealth Management first reported a position in VEEV in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.77M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • HB Wealth Management held 9,340 shares of Veeva Systems worth $1.66M as of Q2 2026.
  • HB Wealth Management sold 3,313 Veeva Systems shares in Q2 2026, an estimated $546K.
  • Veeva Systems made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #530 holding.
  • HB Wealth Management first reported a position in Veeva Systems in Q1 2023 and has held it in 14 quarters since.
  • HB Wealth Management's Veeva Systems position peaked at $5.77M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.