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Precision Wealth Strategies’s Veeva Systems VEEV Stock Holding History

Precision Wealth Strategies’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 		$341K Sell
1,921
-146
-7% -$24.1K 0.1% 150
2026
Q1 		$363K Sell
2,067
-48
-2% -$9.43K 0.12% 139
2025
Q4 		$472K Buy
2,115
+159
+8% +$42.2K 0.15% 125
2025
Q3 		$583K Sell
1,956
-168
-8% -$47.3K 0.19% 118
2025
Q2 		$612K Buy
+2,124
New +$527K 0.2% 90

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

Precision Wealth Strategies's VEEV Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Veeva Systems (VEEV) stake by 7.1% in Q2 2026, selling an estimated $24.1K and leaving 1,921 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #150.

Precision Wealth Strategies first reported a position in VEEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $612K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Precision Wealth Strategies held 1,921 shares of Veeva Systems worth $341K as of Q2 2026.
  • Precision Wealth Strategies sold 146 Veeva Systems shares in Q2 2026, an estimated $24.1K.
  • Veeva Systems made up 0.1% of Precision Wealth Strategies's portfolio in Q2 2026, its #150 holding.
  • Precision Wealth Strategies first reported a position in Veeva Systems in Q2 2025 and has held it in 5 quarters since.
  • Precision Wealth Strategies's Veeva Systems position peaked at $612K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.