Physician Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Physician Wealth Advisors’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	$7.1K	Sell	40 -16	-29%	-$2.64K	﹤0.01%	970
2026 Q1	$9.84K	Buy	56 +24	+75%	+$4.72K	﹤0.01%	803
2025 Q4	$7.14K	Buy	32 +28	+700%	+$7.43K	﹤0.01%	871
2025 Q3	$1.19K	Buy	4 +2	+100%	+$563	﹤0.01%	1472
2025 Q2	$576	Sell	2 -2	-50%	-$496	﹤0.01%	1677
2025 Q1	$927	Buy	+4	New	+$914	﹤0.01%	1133

Other funds holding VEEV

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Physician Wealth Advisors's VEEV Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Veeva Systems (VEEV) stake by 29% in Q2 2026, selling an estimated $2.64K and leaving 40 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Physician Wealth Advisors first reported a position in VEEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.84K in Q1 2026. 426 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Physician Wealth Advisors held 40 shares of Veeva Systems worth $7.1K as of Q2 2026.
Physician Wealth Advisors sold 16 Veeva Systems shares in Q2 2026, an estimated $2.64K.
Veeva Systems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #970 holding.
Physician Wealth Advisors first reported a position in Veeva Systems in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Veeva Systems position peaked at $9.84K in Q1 2026.
426 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.