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NewEdge Wealth’s Veeva Systems VEEV Stock Holding History

NewEdge Wealth’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 		$377K Buy
+2,125
New +$350K ﹤0.01% 956
2026
Q1 		– Sell
-2,415
Closed -$539K – 1284
2025
Q4 		$539K Buy
2,415
+93
+4% +$24.7K 0.01% 814
2025
Q3 		$686K Sell
2,322
-4,073
-64% -$1.15M 0.01% 658
2025
Q2 		$1.79M Buy
6,395
+5,213
+441% +$1.29M 0.03% 406
2025
Q1 		$274K Sell
1,182
-52
-4% -$11.9K 0.01% 791
2024
Q4 		$259K Buy
1,234
+67
+6% +$14.7K ﹤0.01% 801
2024
Q3 		$245K Buy
+1,167
New +$231K ﹤0.01% 781
2023
Q4 		– Sell
-10,059
Closed -$2.05M – 766
2023
Q3 		$2.05M Buy
10,059
+60
+0.6% +$12.1K 0.06% 254
2023
Q2 		$1.98M Buy
9,999
+48
+0.5% +$8.75K 0.07% 256
2023
Q1 		$1.83M Buy
9,951
+2,979
+43% +$508K 0.07% 237
2022
Q4 		$1.13M Sell
6,972
-48
-0.7% -$8.2K 0.05% 278
2022
Q3 		$1.16M Buy
+7,020
New +$1.4M 0.05% 257

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

NewEdge Wealth's VEEV Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Veeva Systems (VEEV) in Q2 2026: 2,125 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in VEEV as recently as Q4 2025.

NewEdge Wealth first reported a position in VEEV in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.05M in Q3 2023. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • NewEdge Wealth held 2,125 shares of Veeva Systems worth $377K as of Q2 2026.
  • Veeva Systems was a new NewEdge Wealth position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #956 holding.
  • NewEdge Wealth first reported a position in Veeva Systems in Q3 2022 and has held it in 12 quarters since.
  • NewEdge Wealth's Veeva Systems position peaked at $2.05M in Q3 2023.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.