Maia Wealth
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Maia Wealth’s Veeva Systems VEEV Stock Holding History

Maia Wealth’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
Q3 		– Sell
-1,184
Closed -$210K – 376
2026
Q2 		$210K Sell
1,184
-566
-32% -$93.3K 0.03% 340
2026
Q1 		$307K Sell
1,750
-701
-29% -$138K 0.05% 286
2025
Q4 		$421K Sell
2,451
-155
-6% -$41.1K 0.07% 240
2025
Q3 		$771K Sell
2,606
-708
-21% -$199K 0.13% 172
2025
Q2 		$954K Sell
3,314
-455
-12% -$113K 0.18% 136
2025
Q1 		$843K Sell
3,769
-82
-2% -$18.7K 0.19% 119
2024
Q4 		$869K Buy
3,851
+383
+11% +$84.2K 0.19% 112
2024
Q3 		$737K Buy
3,468
+451
+15% +$89.1K 0.18% 113
2024
Q2 		$560K Buy
+3,017
New +$599K 0.17% 112
2023
Q4 		$284K Buy
+1,477
New +$278K 0.11% 148

Other funds holding VEEV

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Maia Wealth's VEEV Position: Q3 2026 in Review

Maia Wealth sold out of Veeva Systems (VEEV) in Q3 2026, closing a stake of 1,184 shares — an estimated $210K sold.

Maia Wealth first reported a position in VEEV in Q4 2023 and held it in 10 quarters. The position peaked at $954K in Q2 2025. 844 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Maia Wealth reported no remaining Veeva Systems position as of Q3 2026 after selling out during the quarter.
  • Maia Wealth sold 1,184 Veeva Systems shares in Q3 2026, an estimated $210K.
  • Maia Wealth first reported a position in Veeva Systems in Q4 2023 and held it in 10 quarters.
  • Maia Wealth's Veeva Systems position peaked at $954K in Q2 2025.
  • 844 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.