Moran Wealth Management
VEEV icon

Moran Wealth Management’s Veeva Systems VEEV Stock Holding History

Moran 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
Q3 		$7.7M Buy
26,972
+2,248
+9% +$528K 0.21% 156
2026
Q2 		$4.39M Buy
24,724
+167
+0.7% +$27.5K 0.12% 231
2026
Q1 		$4.31M Buy
24,557
+1,680
+7% +$330K 0.13% 217
2025
Q4 		$5.11M Buy
22,877
+938
+4% +$249K 0.16% 197
2025
Q3 		$6.54M Buy
21,939
+21
+0.1% +$5.91K 0.2% 140
2025
Q2 		$6.31M Sell
21,918
-346
-2% -$85.8K 0.19% 146
2025
Q1 		$5.16M Sell
22,264
-42,400
-66% -$9.7M 0.17% 167
2024
Q4 		$13.6M Buy
64,664
+1,906
+3% +$419K 0.43% 83
2024
Q3 		$13.2M Buy
62,758
+2,022
+3% +$400K 0.41% 86
2024
Q2 		$11.1M Buy
60,736
+2,698
+5% +$536K 0.37% 92
2024
Q1 		$13.4M Buy
58,038
+121
+0.2% +$26.1K 0.44% 81
2023
Q4 		$11.2M Buy
57,917
+1,548
+3% +$292K 0.4% 87
2023
Q3 		$11.5M Buy
56,369
+1,289
+2% +$260K 0.44% 82
2023
Q2 		$10.9M Buy
55,080
+144
+0.3% +$26.3K 0.41% 91
2023
Q1 		$10.1M Buy
54,936
+27,065
+97% +$4.62M 0.38% 97
2022
Q4 		$4.5M Buy
+27,871
New +$4.76M 0.17% 162

Other funds holding VEEV

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
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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Moran Wealth Management's VEEV Position: Q3 2026 in Review

Moran Wealth Management increased its Veeva Systems (VEEV) stake by 9.1% in Q3 2026, buying an estimated $528K and bringing the position to 26,972 shares worth $7.7M. The position accounts for 0.21% of the portfolio, ranked #156.

Moran Wealth Management first reported a position in VEEV in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.6M in Q4 2024. 675 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Moran Wealth Management held 26,972 shares of Veeva Systems worth $7.7M as of Q3 2026.
  • Moran Wealth Management bought 2,248 Veeva Systems shares in Q3 2026, an estimated $528K.
  • Veeva Systems made up 0.21% of Moran Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Moran Wealth Management first reported a position in Veeva Systems in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Veeva Systems position peaked at $13.6M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.