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Medallion Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Medallion Wealth Advisors’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
-57
Closed -$10K – 1305
2026
Q1 		$10K Hold
57
– – ﹤0.01% 764
2025
Q4 		$12.7K Hold
57
– – ﹤0.01% 720
2025
Q3 		$17K Hold
57
– – 0.01% 661
2025
Q2 		$16.4K Hold
57
– – 0.01% 655
2025
Q1 		$13.2K Hold
57
– – 0.01% 643
2024
Q4 		$13.2K Buy
+57
New +$12.5K 0.01% 623

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

Medallion Wealth Advisors's VEEV Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 57 shares — an estimated $10K sold.

Medallion Wealth Advisors first reported a position in VEEV in Q4 2024 and held it in 6 quarters. The position peaked at $17K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 57 Veeva Systems shares in Q2 2026, an estimated $10K.
  • Medallion Wealth Advisors first reported a position in Veeva Systems in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Veeva Systems position peaked at $17K in Q3 2025.
  • 1,065 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.