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PDS Planning’s Veeva Systems VEEV Stock Holding History

PDS Planning’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 		$203K Buy
+1,146
New +$189K 0.01% 572
2025
Q4 		– Sell
-1,018
Closed -$303K – 573
2025
Q3 		$303K Buy
1,018
+103
+11% +$29K 0.02% 368
2025
Q2 		$264K Buy
915
+20
+2% +$4.96K 0.02% 390
2025
Q1 		$207K Buy
+895
New +$205K 0.02% 427

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

PDS Planning's VEEV Position: Q2 2026 in Review

PDS Planning opened a new position in Veeva Systems (VEEV) in Q2 2026: 1,146 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: PDS Planning previously reported a position in VEEV as recently as Q3 2025.

PDS Planning first reported a position in VEEV in Q1 2025 and has held it in 4 quarters since. The position peaked at $303K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • PDS Planning held 1,146 shares of Veeva Systems worth $203K as of Q2 2026.
  • Veeva Systems was a new PDS Planning position in Q2 2026.
  • Veeva Systems made up 0.01% of PDS Planning's portfolio in Q2 2026, its #572 holding.
  • PDS Planning first reported a position in Veeva Systems in Q1 2025 and has held it in 4 quarters since.
  • PDS Planning's Veeva Systems position peaked at $303K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.