IVC Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$283K Buy
1,595
+150
+10% +$24.7K 0.11% 141
2026
Q1
$254K Buy
+1,445
New +$284K 0.11% 151

Other funds holding VEEV

IVC Wealth Advisors's VEEV Position: Q2 2026 in Review

IVC Wealth Advisors increased its Veeva Systems (VEEV) stake by 10% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,595 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #141.

IVC Wealth Advisors first reported a position in VEEV in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • IVC Wealth Advisors held 1,595 shares of Veeva Systems worth $283K as of Q2 2026.
  • IVC Wealth Advisors bought 150 Veeva Systems shares in Q2 2026, an estimated $24.7K.
  • Veeva Systems made up 0.11% of IVC Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • IVC Wealth Advisors first reported a position in Veeva Systems in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.