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Integrated Wealth Concepts’s Veeva Systems VEEV Stock Holding History

Integrated Wealth Concepts’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 		$632K Sell
3,560
-4,519
-56% -$745K ﹤0.01% 1637
2026
Q1 		$1.42M Buy
+8,079
New +$1.59M 0.01% 920
2025
Q4 		– Sell
-6,273
Closed -$1.87M – 2033
2025
Q3 		$1.87M Buy
6,273
+2,507
+67% +$706K 0.02% 699
2025
Q2 		$1.08M Buy
3,766
+1,645
+78% +$408K 0.01% 876
2025
Q1 		$491K Sell
2,121
-155
-7% -$35.4K 0.01% 1145
2024
Q4 		$479K Buy
2,276
+869
+62% +$191K 0.01% 1144
2024
Q3 		$295K Sell
1,407
-345
-20% -$68.2K ﹤0.01% 1353
2024
Q2 		$321K Sell
1,752
-328
-16% -$65.1K ﹤0.01% 1282
2024
Q1 		$482K Sell
2,080
-146
-7% -$31.5K 0.01% 1071
2023
Q4 		$429K Buy
2,226
+39
+2% +$7.35K 0.01% 1071
2023
Q3 		$445K Buy
2,187
+28
+1% +$5.64K 0.01% 1030
2023
Q2 		$427K Sell
2,159
-180
-8% -$32.8K 0.01% 1056
2023
Q1 		$430K Buy
+2,339
New +$399K 0.01% 903
2022
Q1 		– Sell
-2,359
Closed -$603K – 1056
2021
Q4 		$603K Buy
2,359
+205
+10% +$59.6K 0.02% 573
2021
Q3 		$621K Sell
2,154
-23
-1% -$7.3K 0.02% 526
2021
Q2 		$677K Buy
2,177
+363
+20% +$101K 0.02% 456
2021
Q1 		$474K Buy
1,814
+403
+29% +$112K 0.02% 481
2020
Q4 		$384K Buy
1,411
+225
+19% +$63K 0.02% 462
2020
Q3 		$333K Buy
1,186
+98
+9% +$25.8K 0.02% 428
2020
Q2 		$255K Buy
+1,088
New +$216K 0.02% 435

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

Integrated Wealth Concepts's VEEV Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Veeva Systems (VEEV) stake by 56% in Q2 2026, selling an estimated $745K and leaving 3,560 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Integrated Wealth Concepts first reported a position in VEEV in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.87M in Q3 2025. 1,060 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Integrated Wealth Concepts held 3,560 shares of Veeva Systems worth $632K as of Q2 2026.
  • Integrated Wealth Concepts sold 4,519 Veeva Systems shares in Q2 2026, an estimated $745K.
  • Veeva Systems made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1637 holding.
  • Integrated Wealth Concepts first reported a position in Veeva Systems in Q2 2020 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Veeva Systems position peaked at $1.87M in Q3 2025.
  • 1,060 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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