Mowery & Schoenfeld Wealth Management’s Veeva Systems VEEV Stock Holding History

Mowery & Schoenfeld 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	$14.2K	Hold	80	–	–	0.02%	215
2026 Q1	$14.1K	Hold	80	–	–	0.02%	197
2025 Q4	$17.9K	Hold	80	–	–	0.03%	196
2025 Q3	$23.8K	Hold	80	–	–	0.04%	167
2025 Q2	$23K	Hold	80	–	–	0.04%	164
2025 Q1	$18.5K	Buy	+80	New	+$18.3K	0.04%	212
2024 Q4	–	Sell	-125	Closed	-$26.2K	–	515
2024 Q3	$26.2K	Buy	+125	New	+$24.7K	0.04%	135

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VEEV Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Veeva Systems (VEEV) position steady in Q2 2026 at 80 shares worth $14.2K. The position accounts for 0.02% of the portfolio, ranked #215.

Mowery & Schoenfeld Wealth Management first reported a position in VEEV in Q3 2024 and has held it in 7 quarters since. The position peaked at $26.2K in Q3 2024. 616 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 80 shares of Veeva Systems worth $14.2K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Veeva Systems share count unchanged in Q2 2026.
Veeva Systems made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #215 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Veeva Systems in Q3 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's Veeva Systems position peaked at $26.2K in Q3 2024.
616 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.