LWMI
VEEV icon

Legacy Wealth Management (Idaho)’s Veeva Systems VEEV Stock Holding History

Legacy Wealth Management (Idaho)’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
-62
Closed -$10.9K – 931
2026
Q1 		$10.9K Hold
62
– – 0.01% 471
2025
Q4 		$13.8K Sell
62
-51
-45% -$13.5K 0.01% 376
2025
Q3 		$33.7K Buy
113
+3
+3% +$844 0.02% 220
2025
Q2 		$31.7K Buy
110
+10
+10% +$2.48K 0.02% 192
2025
Q1 		$23.2K Hold
100
– – 0.02% 221
2024
Q4 		$23.7K Hold
100
– – 0.02% 198
2024
Q3 		$23.3K Buy
+100
New +$19.8K 0.01% 198

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

Legacy Wealth Management (Idaho)'s VEEV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 62 shares — an estimated $10.9K sold.

Legacy Wealth Management (Idaho) first reported a position in VEEV in Q3 2024 and held it in 7 quarters. The position peaked at $33.7K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 62 Veeva Systems shares in Q2 2026, an estimated $10.9K.
  • Legacy Wealth Management (Idaho) first reported a position in Veeva Systems in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Veeva Systems position peaked at $33.7K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.