HighMark Wealth Management’s Veeva Systems VEEV Stock Holding History

HighMark 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	$72.2K	Hold	407	–	–	0.02%	140
2026 Q1	$71.5K	Hold	407	–	–	0.03%	129
2025 Q4	$90.9K	Hold	407	–	–	0.04%	117
2025 Q3	$121K	Hold	407	–	–	0.05%	104
2025 Q2	$117K	Hold	407	–	–	0.06%	105
2025 Q1	$94.3K	Hold	407	–	–	0.06%	92
2024 Q4	$85.6K	Hold	407	–	–	0.05%	95
2024 Q3	$85.4K	Sell	407 -9	-2%	-$1.78K	0.05%	115
2024 Q2	$76.1K	Hold	416	–	–	0.05%	114
2024 Q1	$96.4K	Hold	416	–	–	0.06%	101
2023 Q4	$80.1K	Sell	416 -20	-5%	-$3.77K	0.06%	107
2023 Q3	$88.7K	Hold	436	–	–	0.07%	86
2023 Q2	$86.2K	Sell	436 -421	-49%	-$76.8K	0.06%	93
2023 Q1	$158K	Buy	857 +834	+3,626%	+$142K	0.12%	70
2022 Q4	$3.71K	Hold	23	–	–	﹤0.01%	379
2022 Q3	$4K	Buy	23 +17	+283%	+$3.4K	﹤0.01%	378
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	497
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	498
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	458
2021 Q3	$2K	Sell	6 -4	-40%	-$1.27K	﹤0.01%	468
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	437
2021 Q1	$3K	Sell	10 -5	-33%	-$1.39K	﹤0.01%	405
2020 Q4	$4K	Sell	15 -3	-17%	-$840	﹤0.01%	368
2020 Q3	$5K	Hold	18	–	–	﹤0.01%	330
2020 Q2	$4K	Sell	18 -5	-22%	-$992	﹤0.01%	345
2020 Q1	$3K	Sell	23 -10	-30%	-$1.47K	﹤0.01%	286
2019 Q4	$4K	Buy	+33	New	+$4.85K	﹤0.01%	312

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

HighMark Wealth Management held its Veeva Systems (VEEV) position steady in Q2 2026 at 407 shares worth $72.2K. The position accounts for 0.02% of the portfolio, ranked #140.

HighMark Wealth Management first reported a position in VEEV in Q4 2019 and has held it in 27 quarters since. The position peaked at $158K in Q1 2023. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

HighMark Wealth Management held 407 shares of Veeva Systems worth $72.2K as of Q2 2026.
HighMark Wealth Management left its Veeva Systems share count unchanged in Q2 2026.
Veeva Systems made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #140 holding.
HighMark Wealth Management first reported a position in Veeva Systems in Q4 2019 and has held it in 27 quarters since.
HighMark Wealth Management's Veeva Systems position peaked at $158K in Q1 2023.
1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.