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JFS Wealth Advisors’s Veeva Systems VEEV Stock Holding History

JFS Wealth Advisors’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 		$4.08K Buy
23
+2
+10% +$330 ﹤0.01% 1357
2026
Q1 		$3.69K Sell
21
-26
-55% -$5.11K ﹤0.01% 1300
2025
Q4 		$10.5K Buy
47
+8
+21% +$2.12K ﹤0.01% 955
2025
Q3 		$11.6K Hold
39
– – ﹤0.01% 855
2025
Q2 		$11.2K Sell
39
-9
-19% -$2.23K ﹤0.01% 830
2025
Q1 		$11.1K Sell
48
-17
-26% -$3.88K ﹤0.01% 847
2024
Q4 		$13.7K Buy
65
+4
+7% +$880 ﹤0.01% 761
2024
Q3 		$12.8K Buy
61
+10
+20% +$1.98K ﹤0.01% 775
2024
Q2 		$9.33K Buy
51
+2
+4% +$397 ﹤0.01% 818
2024
Q1 		$11.4K Buy
49
+22
+81% +$4.75K ﹤0.01% 779
2023
Q4 		$5.2K Sell
27
-1
-4% -$188 ﹤0.01% 1040
2023
Q3 		$5.7K Buy
28
+8
+40% +$1.61K ﹤0.01% 941
2023
Q2 		$3.96K Sell
20
-3
-13% -$547 ﹤0.01% 1106
2023
Q1 		$4.23K Buy
23
+3
+15% +$512 ﹤0.01% 1064
2022
Q4 		$3.23K Sell
20
-26
-57% -$4.44K ﹤0.01% 1177
2022
Q3 		$8K Sell
46
-14
-23% -$2.8K ﹤0.01% 830
2022
Q2 		$12K Buy
60
+20
+50% +$3.68K ﹤0.01% 725
2022
Q1 		$8K Buy
40
+3
+8% +$651 ﹤0.01% 888
2021
Q4 		$9K Buy
37
+6
+19% +$1.74K ﹤0.01% 710
2021
Q3 		$9K Buy
+31
New +$9.84K ﹤0.01% 663

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

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

JFS Wealth Advisors increased its Veeva Systems (VEEV) stake by 9.5% in Q2 2026, buying an estimated $330 and bringing the position to 23 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

JFS Wealth Advisors first reported a position in VEEV in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.7K in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • JFS Wealth Advisors held 23 shares of Veeva Systems worth $4.08K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Veeva Systems shares in Q2 2026, an estimated $330.
  • Veeva Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1357 holding.
  • JFS Wealth Advisors first reported a position in Veeva Systems in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Veeva Systems position peaked at $13.7K in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.