JNBA Financial Advisors’s Veeva Systems VEEV Stock Holding History

JNBA Financial 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	–	Sell	-32	Closed	-$5.62K	–	898
2026 Q1	$5.62K	Buy	32 +25	+357%	+$4.91K	﹤0.01%	582
2025 Q4	$1.56K	Buy	+7	New	+$1.86K	﹤0.01%	695
2025 Q1	–	Sell	-20	Closed	-$4.21K	–	685
2024 Q4	$4.21K	Hold	20	–	–	﹤0.01%	551
2024 Q3	$4.2K	Hold	20	–	–	﹤0.01%	562
2024 Q2	$3.66K	Hold	20	–	–	﹤0.01%	547
2024 Q1	$4.63K	Hold	20	–	–	﹤0.01%	542
2023 Q4	$3.85K	Hold	20	–	–	﹤0.01%	558
2023 Q3	$4.07K	Hold	20	–	–	﹤0.01%	565
2023 Q2	$3.96K	Hold	20	–	–	﹤0.01%	564
2023 Q1	$3.68K	Buy	+20	New	+$3.41K	﹤0.01%	580
2022 Q1	–	Sell	-8	Closed	-$2K	–	852
2021 Q4	$2K	Sell	8 -66	-89%	-$19.2K	﹤0.01%	762
2021 Q3	$21K	Buy	+74	New	+$23.5K	﹤0.01%	411

Other funds holding VEEV

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

JNBA Financial Advisors's VEEV Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 32 shares — an estimated $5.62K sold.

JNBA Financial Advisors first reported a position in VEEV in Q3 2021 and held it in 12 quarters. The position peaked at $21K in Q3 2021. 479 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

JNBA Financial Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
JNBA Financial Advisors sold 32 Veeva Systems shares in Q2 2026, an estimated $5.62K.
JNBA Financial Advisors first reported a position in Veeva Systems in Q3 2021 and held it in 12 quarters.
JNBA Financial Advisors's Veeva Systems position peaked at $21K in Q3 2021.
479 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.