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Pinnacle Wealth Planning Services’s Veeva Systems VEEV Stock Holding History

Pinnacle Wealth Planning Services’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 		$45.8K Buy
258
+177
+219% +$29.2K ﹤0.01% 1332
2026
Q1 		$14.2K Sell
81
-272
-77% -$53.4K ﹤0.01% 1862
2025
Q4 		$78.8K Buy
+353
New +$93.7K 0.01% 915
2021
Q1 		– Sell
-55
Closed -$15K – 1875
2020
Q4 		$15K Buy
+55
New +$15.4K ﹤0.01% 1272

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

Pinnacle Wealth Planning Services's VEEV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Veeva Systems (VEEV) stake by 219% in Q2 2026, buying an estimated $29.2K and bringing the position to 258 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Pinnacle Wealth Planning Services first reported a position in VEEV in Q4 2020 and has held it in 4 quarters since. The position peaked at $78.8K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 258 shares of Veeva Systems worth $45.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 177 Veeva Systems shares in Q2 2026, an estimated $29.2K.
  • Veeva Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1332 holding.
  • Pinnacle Wealth Planning Services first reported a position in Veeva Systems in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Veeva Systems position peaked at $78.8K in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.