ONSWM
VEEV icon

Old North State Wealth Management’s Veeva Systems VEEV Stock Holding History

Old North State 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 		$5.07M Buy
28,550
+3,025
+12% +$499K 2.16% 14
2026
Q1 		$4.48M Buy
25,525
+11,195
+78% +$2.2M 2.07% 16
2025
Q4 		$3.2M Sell
14,330
-235
-2% -$62.4K 1.5% 27
2025
Q3 		$4.34M Sell
14,565
-676
-4% -$190K 2.03% 14
2025
Q2 		$4.39M Hold
15,241
– – 2.29% 12
2025
Q1 		$3.53M Sell
15,241
-110
-0.7% -$25.1K 1.97% 16
2024
Q4 		$3.23M Buy
15,351
+55
+0.4% +$12.1K 1.81% 18
2024
Q3 		$3.21M Buy
15,296
+1,360
+10% +$269K 1.8% 19
2024
Q2 		$2.55M Buy
13,936
+2,171
+18% +$431K 1.68% 23
2024
Q1 		$2.73M Buy
11,765
+1,215
+12% +$262K 1.78% 20
2023
Q4 		$2.03M Buy
10,550
+3,115
+42% +$587K 1.5% 26
2023
Q3 		$1.51M Buy
7,435
+935
+14% +$188K 1.33% 27
2023
Q2 		$1.29M Buy
6,500
+705
+12% +$129K 1.13% 33
2023
Q1 		$1.07M Buy
5,795
+1,950
+51% +$333K 1% 35
2022
Q4 		$621K Buy
3,845
+615
+19% +$105K 0.62% 42
2022
Q3 		$533K Buy
3,230
+1,025
+46% +$205K 0.62% 39
2022
Q2 		$437K Buy
+2,205
New +$406K 0.5% 44

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

Old North State Wealth Management's VEEV Position: Q2 2026 in Review

Old North State Wealth Management increased its Veeva Systems (VEEV) stake by 12% in Q2 2026, buying an estimated $499K and bringing the position to 28,550 shares worth $5.07M. The position accounts for 2.16% of the portfolio, ranked #14.

Old North State Wealth Management first reported a position in VEEV in Q2 2022 and has held it in 17 quarters since. 1,062 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Old North State Wealth Management held 28,550 shares of Veeva Systems worth $5.07M as of Q2 2026.
  • Old North State Wealth Management bought 3,025 Veeva Systems shares in Q2 2026, an estimated $499K.
  • Veeva Systems made up 2.16% of Old North State Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Old North State Wealth Management first reported a position in Veeva Systems in Q2 2022 and has held it in 17 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.