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Independent Financial Group’s Veeva Systems VEEV Stock Holding History

Independent Financial Group’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 		$639K Sell
3,602
-2,263
-39% -$373K 0.01% 873
2026
Q1 		$1.03M Sell
5,865
-1,099
-16% -$216K 0.02% 618
2025
Q4 		$1.55M Sell
6,964
-410
-6% -$109K 0.03% 464
2025
Q3 		$2.2M Buy
7,374
+174
+2% +$49K 0.05% 358
2025
Q2 		$2.07M Sell
7,200
-297
-4% -$73.7K 0.06% 324
2025
Q1 		$1.74M Sell
7,497
-196
-3% -$44.8K 0.06% 318
2024
Q4 		$1.62M Sell
7,693
-136
-2% -$29.9K 0.05% 345
2024
Q3 		$1.64M Sell
7,829
-74
-0.9% -$14.6K 0.06% 317
2024
Q2 		$1.45M Sell
7,903
-246
-3% -$48.8K 0.06% 301
2024
Q1 		$1.89M Buy
8,149
+832
+11% +$180K 0.09% 234
2023
Q4 		$1.41M Buy
7,317
+780
+12% +$147K 0.08% 273
2023
Q3 		$1.33M Sell
6,537
-1,075
-14% -$217K 0.09% 254
2023
Q2 		$1.51M Buy
7,612
+892
+13% +$163K 0.1% 217
2023
Q1 		$1.24M Buy
6,720
+147
+2% +$25.1K 0.1% 237
2022
Q4 		$1.06M Sell
6,573
-207
-3% -$35.4K 0.09% 226
2022
Q3 		$1.12M Sell
6,780
-250
-4% -$49.9K 0.1% 202
2022
Q2 		$1.39M Buy
+7,030
New +$1.29M 0.15% 160

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 Financial Group's VEEV Position: Q2 2026 in Review

Independent Financial Group reduced its Veeva Systems (VEEV) stake by 39% in Q2 2026, selling an estimated $373K and leaving 3,602 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #873.

Independent Financial Group first reported a position in VEEV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.2M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Independent Financial Group held 3,602 shares of Veeva Systems worth $639K as of Q2 2026.
  • Independent Financial Group sold 2,263 Veeva Systems shares in Q2 2026, an estimated $373K.
  • Veeva Systems made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #873 holding.
  • Independent Financial Group first reported a position in Veeva Systems in Q2 2022 and has held it in 17 quarters since.
  • Independent Financial Group's Veeva Systems position peaked at $2.2M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.