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Private Trust Company’s Veeva Systems VEEV Stock Holding History

Private Trust Company’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 		$19.3K Sell
109
-66
-38% -$10.9K ﹤0.01% 1807
2026
Q1 		$30.7K Sell
175
-126
-42% -$24.8K ﹤0.01% 1506
2025
Q4 		$67.2K Buy
301
+20
+7% +$5.31K 0.01% 1173
2025
Q3 		$83.7K Buy
281
+41
+17% +$11.5K 0.01% 1072
2025
Q2 		$69.1K Sell
240
-7
-3% -$1.74K 0.01% 1090
2025
Q1 		$57.2K Buy
247
+64
+35% +$14.6K 0.01% 1143
2024
Q4 		$38.5K Hold
183
– – ﹤0.01% 1271
2024
Q3 		$38.4K Buy
183
+3
+2% +$593 ﹤0.01% 1230
2024
Q2 		$32.9K Sell
180
-6
-3% -$1.19K ﹤0.01% 1269
2024
Q1 		$43.1K Sell
186
-40
-18% -$8.63K ﹤0.01% 1161
2023
Q4 		$43.5K Sell
226
-180
-44% -$33.9K 0.01% 1114
2023
Q3 		$82.6K Hold
406
– – 0.01% 865
2023
Q2 		$80.3K Buy
406
+118
+41% +$21.5K 0.01% 877
2023
Q1 		$52.9K Sell
288
-9
-3% -$1.53K 0.01% 979
2022
Q4 		$48K Buy
297
+15
+5% +$2.56K 0.01% 972
2022
Q3 		$46K Buy
282
+13
+5% +$2.6K 0.01% 914
2022
Q2 		$53K Buy
+269
New +$49.5K 0.01% 898

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

Private Trust Company's VEEV Position: Q2 2026 in Review

Private Trust Company reduced its Veeva Systems (VEEV) stake by 38% in Q2 2026, selling an estimated $10.9K and leaving 109 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Private Trust Company first reported a position in VEEV in Q2 2022 and has held it in 17 quarters since. The position peaked at $83.7K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Private Trust Company held 109 shares of Veeva Systems worth $19.3K as of Q2 2026.
  • Private Trust Company sold 66 Veeva Systems shares in Q2 2026, an estimated $10.9K.
  • Veeva Systems made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1807 holding.
  • Private Trust Company first reported a position in Veeva Systems in Q2 2022 and has held it in 17 quarters since.
  • Private Trust Company's Veeva Systems position peaked at $83.7K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.