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Private Wealth Management Group’s Veeva Systems VEEV Stock Holding History

Private Wealth Management Group’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 		$16.9K Buy
95
+44
+86% +$7.25K ﹤0.01% 428
2026
Q1 		$8.96K Sell
51
-16
-24% -$3.14K ﹤0.01% 559
2025
Q4 		$15K Hold
67
– – ﹤0.01% 387
2025
Q3 		$20K Buy
67
+8
+14% +$2.25K 0.01% 331
2025
Q2 		$17K Sell
59
-7
-11% -$1.74K 0.01% 348
2025
Q1 		$15.3K Buy
66
+22
+50% +$5.03K 0.01% 361
2024
Q4 		$9.25K Hold
44
– – ﹤0.01% 500
2024
Q3 		$9.23K Buy
44
+1
+2% +$198 ﹤0.01% 476
2024
Q2 		$7.87K Sell
43
-46
-52% -$9.13K ﹤0.01% 520
2024
Q1 		$20.6K Buy
89
+19
+27% +$4.1K 0.01% 265
2023
Q4 		$13.5K Buy
+70
New +$13.2K 0.01% 342

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 Wealth Management Group's VEEV Position: Q2 2026 in Review

Private Wealth Management Group increased its Veeva Systems (VEEV) stake by 86% in Q2 2026, buying an estimated $7.25K and bringing the position to 95 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Private Wealth Management Group first reported a position in VEEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.6K in Q1 2024. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Private Wealth Management Group held 95 shares of Veeva Systems worth $16.9K as of Q2 2026.
  • Private Wealth Management Group bought 44 Veeva Systems shares in Q2 2026, an estimated $7.25K.
  • Veeva Systems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #428 holding.
  • Private Wealth Management Group first reported a position in Veeva Systems in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Veeva Systems position peaked at $20.6K in Q1 2024.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.