Perigon Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $473K | Sell |
2,664
-196
| -7% | -$32.3K | 0.01% | 924 |
|
|
2026
Q1 | $502K | Buy |
2,860
+190
| +7% | +$37.3K | 0.01% | 806 |
|
|
2025
Q4 | $596K | Sell |
2,670
-1,124
| -30% | -$298K | 0.01% | 713 |
|
|
2025
Q3 | $1.13M | Buy |
3,794
+1,781
| +88% | +$501K | 0.02% | 476 |
|
|
2025
Q2 | $580K | Sell |
2,013
-175
| -8% | -$43.4K | 0.01% | 629 |
|
|
2025
Q1 | $507K | Buy |
2,188
+103
| +5% | +$23.5K | 0.01% | 634 |
|
|
2024
Q4 | $448K | Sell |
2,085
-48
| -2% | -$10.6K | 0.01% | 673 |
|
|
2024
Q3 | $448K | Buy |
+2,133
| New | +$422K | 0.01% | 650 |
|
|
2024
Q1 | – | Sell |
-2,232
| Closed | -$430K | – | 898 |
|
|
2023
Q4 | $430K | Buy |
2,232
+96
| +4% | +$18.1K | 0.01% | 545 |
|
|
2023
Q3 | $435K | Buy |
2,136
+136
| +7% | +$27.4K | 0.02% | 476 |
|
|
2023
Q2 | $395K | Buy |
2,000
+499
| +33% | +$91K | 0.02% | 519 |
|
|
2023
Q1 | $276K | Buy |
1,501
+128
| +9% | +$21.8K | 0.02% | 568 |
|
|
2022
Q4 | $222K | Sell |
1,373
-324
| -19% | -$55.4K | 0.01% | 630 |
|
|
2022
Q3 | $280K | Buy |
1,697
+405
| +31% | +$80.9K | 0.02% | 437 |
|
|
2022
Q2 | $256K | Buy |
1,292
+56
| +5% | +$10.3K | 0.02% | 470 |
|
|
2022
Q1 | $263K | Buy |
1,236
+34
| +3% | +$7.38K | 0.02% | 508 |
|
|
2021
Q4 | $307K | Buy |
+1,202
| New | +$349K | 0.02% | 448 |
|
|
2021
Q2 | – | Sell |
-1,286
| Closed | -$336K | – | 534 |
|
|
2021
Q1 | $336K | Buy |
1,286
+775
| +152% | +$216K | 0.03% | 368 |
|
|
2020
Q4 | $139K | Buy |
+511
| New | +$143K | 0.02% | 477 |
|
|
2020
Q2 | – | Sell |
-2,747
| Closed | -$445K | – | 372 |
|
|
2020
Q1 | $445K | Buy |
+2,747
| New | +$403K | 0.08% | 186 |
|
|
2019
Q4 | – | Sell |
-1,355
| Closed | -$212K | – | 287 |
|
|
2019
Q3 | $212K | Buy |
+1,355
| New | +$217K | 0.05% | 226 |
|
|
2019
Q2 | – | Sell |
-20,355
| Closed | -$2.79M | – | 255 |
|
|
2019
Q1 | $2.79M | Hold |
20,355
| – | – | 0.65% | 42 |
|
|
2018
Q4 | $2.22M | Buy |
20,355
+230
| +1% | +$21K | 0.57% | 42 |
|
|
2018
Q3 | $2.19M | Buy |
20,125
+125
| +0.6% | +$11.3K | 0.54% | 41 |
|
|
2018
Q2 | $1.54M | Hold |
20,000
| – | – | 0.46% | 52 |
|
|
2018
Q1 | $1.46M | Hold |
20,000
| – | – | 0.54% | 46 |
|
|
2017
Q4 | $1.11M | Buy |
+20,000
| New | +$1.18M | 0.41% | 49 |
|
|
2017
Q1 | – | Sell |
-20,000
| Closed | -$883K | – | 715 |
|
|
2016
Q4 | $883K | Hold |
20,000
| – | – | 0.19% | 119 |
|
|
2016
Q3 | $826K | Hold |
20,000
| – | – | 0.21% | 105 |
|
|
2016
Q2 | $682K | Buy |
+20,000
| New | +$594K | 0.18% | 120 |
|
|
2016
Q1 | – | Sell |
-20,000
| Closed | -$577K | – | 324 |
|
|
2015
Q4 | $577K | Hold |
20,000
| – | – | 0.16% | 129 |
|
|
2015
Q3 | $468K | Hold |
20,000
| – | – | 0.14% | 140 |
|
|
2015
Q2 | $561K | Hold |
20,000
| – | – | 0.15% | 137 |
|
|
2015
Q1 | $511K | Buy |
+20,000
| New | +$564K | 0.14% | 141 |
|
Other funds holding VEEV
LP
Perigon Wealth Management's VEEV Position: Q2 2026 in Review
Perigon Wealth Management reduced its Veeva Systems (VEEV) stake by 6.9% in Q2 2026, selling an estimated $32.3K and leaving 2,664 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #924.
Perigon Wealth Management first reported a position in VEEV in Q1 2015 and has held it in 34 quarters since. The position peaked at $2.79M in Q1 2019. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.
- Perigon Wealth Management held 2,664 shares of Veeva Systems worth $473K as of Q2 2026.
- Perigon Wealth Management sold 196 Veeva Systems shares in Q2 2026, an estimated $32.3K.
- Veeva Systems made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #924 holding.
- Perigon Wealth Management first reported a position in Veeva Systems in Q1 2015 and has held it in 34 quarters since.
- Perigon Wealth Management's Veeva Systems position peaked at $2.79M in Q1 2019.
- 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.