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Independent Advisor Alliance’s Veeva Systems VEEV Stock Holding History

Independent Advisor Alliance’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 		$1.33M Buy
+7,467
New +$1.23M 0.03% 388
2026
Q1 		– Sell
-1,290
Closed -$288K – 1666
2025
Q4 		$288K Sell
1,290
-153
-11% -$40.6K 0.01% 808
2025
Q3 		$430K Sell
1,443
-183
-11% -$51.5K 0.01% 669
2025
Q2 		$468K Sell
1,626
-513
-24% -$127K 0.01% 607
2025
Q1 		$495K Sell
2,139
-42
-2% -$9.6K 0.02% 529
2024
Q4 		$459K Buy
2,181
+89
+4% +$19.6K 0.01% 987
2024
Q3 		$439K Sell
2,092
-28
-1% -$5.54K 0.02% 484
2024
Q2 		$388K Buy
2,120
+231
+12% +$45.9K 0.01% 512
2024
Q1 		$438K Sell
1,889
-30
-2% -$6.47K 0.02% 483
2023
Q4 		$369K Sell
1,919
-24
-1% -$4.52K 0.01% 498
2023
Q3 		$395K Buy
1,943
+128
+7% +$25.8K 0.02% 460
2023
Q2 		$359K Buy
1,815
+46
+3% +$8.39K 0.02% 492
2023
Q1 		$325K Buy
+1,769
New +$302K 0.02% 498
2022
Q1 		– Sell
-851
Closed -$217K – 739
2021
Q4 		$217K Buy
851
+108
+15% +$31.4K 0.01% 610
2021
Q3 		$214K Buy
743
+21
+3% +$6.66K 0.01% 573
2021
Q2 		$225K Buy
+722
New +$201K 0.01% 563

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

Independent Advisor Alliance's VEEV Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Veeva Systems (VEEV) in Q2 2026: 7,467 shares worth $1.33M. The stake represents 0.03% of the portfolio and ranks #388 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VEEV as recently as Q4 2025.

Independent Advisor Alliance first reported a position in VEEV in Q2 2021 and has held it in 16 quarters since. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Independent Advisor Alliance held 7,467 shares of Veeva Systems worth $1.33M as of Q2 2026.
  • Veeva Systems was a new Independent Advisor Alliance position in Q2 2026.
  • Veeva Systems made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #388 holding.
  • Independent Advisor Alliance first reported a position in Veeva Systems in Q2 2021 and has held it in 16 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.