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Institute for Wealth Management’s Veeva Systems VEEV Stock Holding History

Institute for 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 		$61.6K Buy
+347
New +$57.2K 0.01% 812
2022
Q4 		– Sell
-1,280
Closed -$211K – 473
2022
Q3 		$211K Buy
+1,280
New +$256K 0.05% 415
2021
Q3 		– Sell
-659
Closed -$205K – 503
2021
Q2 		$205K Buy
+659
New +$184K 0.04% 460

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's VEEV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Veeva Systems (VEEV) in Q2 2026: 347 shares worth $61.6K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VEEV as recently as Q3 2022.

Institute for Wealth Management first reported a position in VEEV in Q2 2021 and has held it in 3 quarters since. The position peaked at $211K in Q3 2022. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Institute for Wealth Management held 347 shares of Veeva Systems worth $61.6K as of Q2 2026.
  • Veeva Systems was a new Institute for Wealth Management position in Q2 2026.
  • Veeva Systems made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #812 holding.
  • Institute for Wealth Management first reported a position in Veeva Systems in Q2 2021 and has held it in 3 quarters since.
  • Institute for Wealth Management's Veeva Systems position peaked at $211K in Q3 2022.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.