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Perryman Financial Advisory’s Veeva Systems VEEV Stock Holding History

Perryman Financial Advisory’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 		$2.11M Buy
11,886
+1,563
+15% +$258K 0.28% 68
2026
Q1 		$1.81M Sell
10,323
-138
-1% -$27.1K 0.27% 68
2025
Q4 		$2.34M Buy
+10,461
New +$2.78M 0.34% 61

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 $3.38T AUM 44.17% 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

Perryman Financial Advisory's VEEV Position: Q2 2026 in Review

Perryman Financial Advisory increased its Veeva Systems (VEEV) stake by 15% in Q2 2026, buying an estimated $258K and bringing the position to 11,886 shares worth $2.11M. The position accounts for 0.28% of the portfolio, ranked #68.

Perryman Financial Advisory first reported a position in VEEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Perryman Financial Advisory held 11,886 shares of Veeva Systems worth $2.11M as of Q2 2026.
  • Perryman Financial Advisory bought 1,563 Veeva Systems shares in Q2 2026, an estimated $258K.
  • Veeva Systems made up 0.28% of Perryman Financial Advisory's portfolio in Q2 2026, its #68 holding.
  • Perryman Financial Advisory first reported a position in Veeva Systems in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Veeva Systems position peaked at $2.34M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.