Plante Moran Financial Advisors’s Veeva Systems VEEV Stock Holding History

Plante Moran Financial 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	$4.97K	Buy	+28	New	+$4.62K	﹤0.01%	642
2024 Q3	–	Sell	-13	Closed	-$2.38K	–	918
2024 Q2	$2.38K	Sell	13 -1	-7%	-$198	﹤0.01%	700
2024 Q1	$3.24K	Sell	14 -8	-36%	-$1.73K	﹤0.01%	727
2023 Q4	$4.24K	Buy	+22	New	+$4.14K	﹤0.01%	658
2023 Q3	–	Sell	-14	Closed	-$2.77K	–	859
2023 Q2	$2.77K	Buy	+14	New	+$2.55K	﹤0.01%	669
2022 Q1	–	Sell	-18	Closed	-$5K	–	1015
2021 Q4	$5K	Sell	18 -92	-84%	-$26.7K	﹤0.01%	832
2021 Q3	$32K	Buy	110 +27	+33%	+$8.57K	0.01%	462
2021 Q2	$26K	Hold	83	–	–	0.01%	513
2021 Q1	$22K	Buy	83 +29	+54%	+$8.08K	0.01%	527
2020 Q4	$15K	Hold	54	–	–	﹤0.01%	578
2020 Q3	$15K	Hold	54	–	–	0.01%	550
2020 Q2	$13K	Sell	54 -24	-31%	-$4.76K	0.01%	497
2020 Q1	$12K	Buy	78 +60	+333%	+$8.79K	0.01%	477
2019 Q4	$3K	Buy	+18	New	+$2.65K	﹤0.01%	669
2019 Q1	–	Sell	-500	Closed	-$45K	–	947
2018 Q4	$45K	Buy	+500	New	+$45.7K	0.02%	314

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plante Moran Financial Advisors's VEEV Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Veeva Systems (VEEV) in Q2 2026: 28 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in VEEV as recently as Q2 2024.

Plante Moran Financial Advisors first reported a position in VEEV in Q4 2018 and has held it in 15 quarters since. The position peaked at $45K in Q4 2018. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Plante Moran Financial Advisors held 28 shares of Veeva Systems worth $4.97K as of Q2 2026.
Veeva Systems was a new Plante Moran Financial Advisors position in Q2 2026.
Veeva Systems made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #642 holding.
Plante Moran Financial Advisors first reported a position in Veeva Systems in Q4 2018 and has held it in 15 quarters since.
Plante Moran Financial Advisors's Veeva Systems position peaked at $45K in Q4 2018.
1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.