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Kestra Advisory Services’s Veeva Systems VEEV Stock Holding History

Kestra Advisory Services’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 		$423K Sell
2,382
-1,566
-40% -$258K ﹤0.01% 2468
2026
Q1 		$693K Sell
3,948
-3,091
-44% -$607K ﹤0.01% 1984
2025
Q4 		$1.57M Buy
7,039
+398
+6% +$106K 0.01% 1365
2025
Q3 		$1.98M Buy
6,641
+1,613
+32% +$454K 0.01% 1155
2025
Q2 		$1.45M Sell
5,028
-501
-9% -$124K 0.01% 1270
2025
Q1 		$1.28M Buy
5,529
+664
+14% +$152K 0.01% 1240
2024
Q4 		$1.02M Sell
4,865
-3,044
-38% -$669K 0.01% 1407
2024
Q3 		$1.66M Sell
7,909
-42
-0.5% -$8.3K 0.01% 1053
2024
Q2 		$1.43M Buy
7,951
+494
+7% +$98.1K 0.01% 1131
2024
Q1 		$1.73M Buy
7,457
+1,037
+16% +$224K 0.01% 951
2023
Q4 		$1.24M Buy
6,420
+630
+11% +$119K 0.01% 1013
2023
Q3 		$1.18M Buy
5,790
+991
+21% +$200K 0.01% 920
2023
Q2 		$949K Buy
4,799
+255
+6% +$46.5K 0.01% 1007
2023
Q1 		$835K Sell
4,544
-4,609
-50% -$786K 0.01% 1027
2022
Q4 		$1.48M Buy
9,153
+2,213
+32% +$378K 0.01% 880
2022
Q3 		$1.14M Buy
6,940
+1,297
+23% +$259K 0.01% 913
2022
Q2 		$1.12M Buy
5,643
+1,124
+25% +$207K 0.01% 928
2022
Q1 		$960K Buy
4,519
+1,920
+74% +$417K 0.01% 985
2021
Q4 		$664K Sell
2,599
-843
-24% -$245K 0.01% 1170
2021
Q3 		$992K Sell
3,442
-520
-13% -$165K 0.01% 1020
2021
Q2 		$1.23M Sell
3,962
-962
-20% -$268K 0.01% 837
2021
Q1 		$1.29M Buy
4,924
+1,675
+52% +$467K 0.02% 768
2020
Q4 		$897K Buy
3,249
+3,204
+7,120% +$898K 0.01% 912
2020
Q3 		$796K Buy
+45
New +$11.9K 0.01% 699

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

Kestra Advisory Services's VEEV Position: Q2 2026 in Review

Kestra Advisory Services reduced its Veeva Systems (VEEV) stake by 40% in Q2 2026, selling an estimated $258K and leaving 2,382 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Kestra Advisory Services first reported a position in VEEV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.98M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Kestra Advisory Services held 2,382 shares of Veeva Systems worth $423K as of Q2 2026.
  • Kestra Advisory Services sold 1,566 Veeva Systems shares in Q2 2026, an estimated $258K.
  • Veeva Systems made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2468 holding.
  • Kestra Advisory Services first reported a position in Veeva Systems in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Veeva Systems position peaked at $1.98M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.