MWM
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Mission Wealth Management’s Veeva Systems VEEV Stock Holding History

Mission 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 		$3.38M Buy
19,035
+2,121
+13% +$350K 0.04% 230
2026
Q1 		$2.97M Buy
16,914
+151
+0.9% +$29.7K 0.06% 165
2025
Q4 		$3.74M Sell
16,763
-6,073
-27% -$1.61M 0.07% 150
2025
Q3 		$6.8M Sell
22,836
-1,065
-4% -$300K 0.14% 90
2025
Q2 		$6.88M Sell
23,901
-1,698
-7% -$421K 0.15% 86
2025
Q1 		$5.93M Sell
25,599
-7
-0% -$1.6K 0.15% 90
2024
Q4 		$5.38M Buy
25,606
+4
+0% +$880 0.13% 92
2024
Q3 		$5.37M Buy
25,602
+1,702
+7% +$336K 0.13% 87
2024
Q2 		$4.37M Sell
23,900
-1,302
-5% -$258K 0.12% 100
2024
Q1 		$5.84M Sell
25,202
-1,244
-5% -$268K 0.15% 95
2023
Q4 		$5.09M Sell
26,446
-2,928
-10% -$552K 0.17% 81
2023
Q3 		$5.98M Sell
29,374
-1,095
-4% -$221K 0.22% 66
2023
Q2 		$6.02M Sell
30,469
-9,264
-23% -$1.69M 0.23% 63
2023
Q1 		$7.3M Buy
39,733
+12,232
+44% +$2.09M 0.31% 49
2022
Q4 		$4.44M Sell
27,501
-136
-0.5% -$23.2K 0.21% 62
2022
Q3 		$4.56M Buy
27,637
+15
+0.1% +$3K 0.24% 56
2022
Q2 		$5.47M Sell
27,622
-54
-0.2% -$9.94K 0.29% 49
2022
Q1 		$5.88M Sell
27,676
-7
-0% -$1.52K 0.27% 52
2021
Q4 		$7.07M Buy
27,683
+890
+3% +$259K 0.32% 48
2021
Q3 		$7.72M Sell
26,793
-994
-4% -$315K 0.39% 41
2021
Q2 		$8.64M Buy
+27,787
New +$7.75M 0.46% 36

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

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

Mission Wealth Management increased its Veeva Systems (VEEV) stake by 13% in Q2 2026, buying an estimated $350K and bringing the position to 19,035 shares worth $3.38M. The position accounts for 0.04% of the portfolio, ranked #230.

Mission Wealth Management first reported a position in VEEV in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.64M in Q2 2021. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Mission Wealth Management held 19,035 shares of Veeva Systems worth $3.38M as of Q2 2026.
  • Mission Wealth Management bought 2,121 Veeva Systems shares in Q2 2026, an estimated $350K.
  • Veeva Systems made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Mission Wealth Management first reported a position in Veeva Systems in Q2 2021 and has held it in 21 quarters since.
  • Mission Wealth Management's Veeva Systems position peaked at $8.64M in Q2 2021.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.