LWM
VEEV icon

Lodestone Wealth Management’s Veeva Systems VEEV Stock Holding History

Lodestone 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 		$14.6K Buy
82
+14
+21% +$2.31K 0.01% 463
2026
Q1 		$11.9K Buy
68
+38
+127% +$7.47K ﹤0.01% 485
2025
Q4 		$6.7K Buy
+30
New +$7.96K ﹤0.01% 551

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

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

Lodestone Wealth Management increased its Veeva Systems (VEEV) stake by 21% in Q2 2026, buying an estimated $2.31K and bringing the position to 82 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #463.

Lodestone Wealth Management first reported a position in VEEV in Q4 2025 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Lodestone Wealth Management held 82 shares of Veeva Systems worth $14.6K as of Q2 2026.
  • Lodestone Wealth Management bought 14 Veeva Systems shares in Q2 2026, an estimated $2.31K.
  • Veeva Systems made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Lodestone Wealth Management first reported a position in Veeva Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.