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Jamison Private Wealth Management’s Veeva Systems VEEV Stock Holding History

Jamison Private 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 		$500K Sell
2,817
-149
-5% -$24.6K 0.05% 169
2026
Q1 		$521K Hold
2,966
– – 0.06% 149
2025
Q4 		$662K Hold
2,966
– – 0.08% 137
2025
Q3 		$884K Sell
2,966
-47
-2% -$13.2K 0.11% 121
2025
Q2 		$868K Buy
3,013
+8
+0.3% +$1.98K 0.12% 113
2025
Q1 		$696K Sell
3,005
-96
-3% -$21.9K 0.11% 118
2024
Q4 		$652K Hold
3,101
– – 0.1% 126
2024
Q3 		$651K Sell
3,101
-48
-2% -$9.49K 0.1% 125
2024
Q2 		$576K Hold
3,149
– – 0.1% 126
2024
Q1 		$730K Sell
3,149
-76
-2% -$16.4K 0.12% 111
2023
Q4 		$621K Sell
3,225
-66
-2% -$12.4K 0.12% 118
2023
Q3 		$670K Buy
+3,291
New +$663K 0.14% 107

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

Jamison Private Wealth Management's VEEV Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Veeva Systems (VEEV) stake by 5% in Q2 2026, selling an estimated $24.6K and leaving 2,817 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #169.

Jamison Private Wealth Management first reported a position in VEEV in Q3 2023 and has held it in 12 quarters since. The position peaked at $884K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Jamison Private Wealth Management held 2,817 shares of Veeva Systems worth $500K as of Q2 2026.
  • Jamison Private Wealth Management sold 149 Veeva Systems shares in Q2 2026, an estimated $24.6K.
  • Veeva Systems made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Jamison Private Wealth Management first reported a position in Veeva Systems in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Veeva Systems position peaked at $884K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.