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Marks Group Wealth Management’s Veeva Systems VEEV Stock Holding History

Marks Group 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 		$332K Buy
1,868
+246
+15% +$40.6K 0.03% 306
2026
Q1 		$285K Sell
1,622
-272
-14% -$53.4K 0.03% 296
2025
Q4 		$423K Buy
1,894
+474
+33% +$126K 0.04% 252
2025
Q3 		$423K Sell
1,420
-33
-2% -$9.29K 0.04% 235
2025
Q2 		$418K Buy
1,453
+26
+2% +$6.45K 0.04% 240
2025
Q1 		$331K Buy
1,427
+46
+3% +$10.5K 0.03% 271
2024
Q4 		$290K Buy
1,381
+77
+6% +$16.9K 0.03% 258
2024
Q3 		$274K Buy
+1,304
New +$258K 0.03% 262
2022
Q4 		– Sell
-5,072
Closed -$836K – 295
2022
Q3 		$836K Sell
5,072
-6,710
-57% -$1.34M 0.13% 168
2022
Q2 		$2.33M Buy
11,782
+755
+7% +$139K 0.34% 93
2022
Q1 		$2.34M Buy
11,027
+1,488
+16% +$323K 0.29% 102
2021
Q4 		$2.47M Buy
9,539
+328
+4% +$95.4K 0.3% 104
2021
Q3 		$2.64M Sell
9,211
-3
-0% -$952 0.36% 103
2021
Q2 		$2.86M Buy
9,214
+3,163
+52% +$882K 0.39% 104
2021
Q1 		$1.59M Buy
6,051
+211
+4% +$58.8K 0.24% 116
2020
Q4 		$1.59M Buy
5,840
+179
+3% +$50.1K 0.25% 119
2020
Q3 		$1.59M Buy
5,661
+127
+2% +$33.5K 0.29% 112
2020
Q2 		$1.3M Buy
+5,534
New +$1.1M 0.27% 114

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

Marks Group Wealth Management's VEEV Position: Q2 2026 in Review

Marks Group Wealth Management increased its Veeva Systems (VEEV) stake by 15% in Q2 2026, buying an estimated $40.6K and bringing the position to 1,868 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #306.

Marks Group Wealth Management first reported a position in VEEV in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.86M in Q2 2021. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Marks Group Wealth Management held 1,868 shares of Veeva Systems worth $332K as of Q2 2026.
  • Marks Group Wealth Management bought 246 Veeva Systems shares in Q2 2026, an estimated $40.6K.
  • Veeva Systems made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Marks Group Wealth Management first reported a position in Veeva Systems in Q2 2020 and has held it in 18 quarters since.
  • Marks Group Wealth Management's Veeva Systems position peaked at $2.86M in Q2 2021.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.