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Kestra Private Wealth Services’s Veeva Systems VEEV Stock Holding History

Kestra Private Wealth 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 		$321K Buy
+1,809
New +$298K ﹤0.01% 1466
2025
Q2 		– Sell
-2,734
Closed -$633K – 1686
2025
Q1 		$633K Sell
2,734
-1,375
-33% -$314K 0.01% 855
2024
Q4 		$864K Buy
4,109
+1,634
+66% +$359K 0.01% 698
2024
Q3 		$532K Sell
2,475
-1,154
-32% -$228K 0.01% 849
2024
Q2 		$664K Buy
3,629
+152
+4% +$30.2K 0.01% 725
2024
Q1 		$806K Buy
3,477
+393
+13% +$84.8K 0.02% 619
2023
Q4 		$594K Buy
3,084
+418
+16% +$78.8K 0.02% 675
2023
Q3 		$542K Buy
2,666
+1,245
+88% +$251K 0.02% 635
2023
Q2 		$281K Buy
1,421
+7
+0.5% +$1.28K 0.01% 844
2023
Q1 		$260K Buy
1,414
+90
+7% +$15.4K 0.01% 830
2022
Q4 		$214K Sell
1,324
-1,831
-58% -$313K 0.01% 783
2022
Q3 		$520K Buy
3,155
+1,206
+62% +$241K 0.03% 482
2022
Q2 		$386K Sell
1,949
-173
-8% -$31.8K 0.02% 586
2022
Q1 		$451K Sell
2,122
-398
-16% -$86.3K 0.02% 614
2021
Q4 		$644K Buy
2,520
+329
+15% +$95.6K 0.03% 510
2021
Q3 		$631K Buy
2,191
+340
+18% +$108K 0.04% 479
2021
Q2 		$576K Buy
1,851
+438
+31% +$122K 0.04% 475
2021
Q1 		$369K Buy
+1,413
New +$394K 0.03% 536

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 $3.38T AUM 44.17% 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 Private Wealth Services's VEEV Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Veeva Systems (VEEV) in Q2 2026: 1,809 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in VEEV as recently as Q1 2025.

Kestra Private Wealth Services first reported a position in VEEV in Q1 2021 and has held it in 18 quarters since. The position peaked at $864K in Q4 2024. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Kestra Private Wealth Services held 1,809 shares of Veeva Systems worth $321K as of Q2 2026.
  • Veeva Systems was a new Kestra Private Wealth Services position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1466 holding.
  • Kestra Private Wealth Services first reported a position in Veeva Systems in Q1 2021 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's Veeva Systems position peaked at $864K in Q4 2024.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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