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JPL Wealth Management’s Veeva Systems VEEV Stock Holding History

JPL 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 		$7.28K Sell
41
-30
-42% -$4.95K ﹤0.01% 674
2026
Q1 		$12.5K Buy
+71
New +$13.9K ﹤0.01% 484
2025
Q4 		– Sell
-212
Closed -$63.2K – 1085
2025
Q3 		$63.2K Buy
+212
New +$59.7K 0.02% 223

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

JPL Wealth Management's VEEV Position: Q2 2026 in Review

JPL Wealth Management reduced its Veeva Systems (VEEV) stake by 42% in Q2 2026, selling an estimated $4.95K and leaving 41 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

JPL Wealth Management first reported a position in VEEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $63.2K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • JPL Wealth Management held 41 shares of Veeva Systems worth $7.28K as of Q2 2026.
  • JPL Wealth Management sold 30 Veeva Systems shares in Q2 2026, an estimated $4.95K.
  • Veeva Systems made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #674 holding.
  • JPL Wealth Management first reported a position in Veeva Systems in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Veeva Systems position peaked at $63.2K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.