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Regal Investment Advisors’s Veeva Systems VEEV Stock Holding History

Regal Investment 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 		$556K Sell
3,135
-324
-9% -$53.4K 0.03% 440
2026
Q1 		$608K Buy
3,459
+697
+25% +$137K 0.04% 394
2025
Q4 		$617K Buy
2,762
+40
+1% +$10.6K 0.04% 371
2025
Q3 		$811K Sell
2,722
-167
-6% -$47K 0.05% 300
2025
Q2 		$832K Buy
2,889
+285
+11% +$70.7K 0.06% 263
2025
Q1 		$603K Sell
2,604
-46
-2% -$10.5K 0.05% 290
2024
Q4 		$557K Sell
2,650
-247
-9% -$54.3K 0.04% 303
2024
Q3 		$608K Buy
2,897
+362
+14% +$71.6K 0.04% 317
2024
Q2 		$464K Buy
2,535
+761
+43% +$151K 0.03% 371
2024
Q1 		$411K Buy
1,774
+297
+20% +$64.1K 0.03% 397
2023
Q4 		$284K Buy
1,477
+122
+9% +$23K 0.02% 430
2023
Q3 		$276K Buy
1,355
+96
+8% +$19.3K 0.02% 407
2023
Q2 		$249K Buy
1,259
+29
+2% +$5.29K 0.02% 433
2023
Q1 		$226K Buy
+1,230
New +$210K 0.02% 459
2022
Q1 		– Sell
-979
Closed -$250K – 579
2021
Q4 		$250K Buy
979
+21
+2% +$6.11K 0.02% 472
2021
Q3 		$276K Buy
958
+246
+35% +$78.1K 0.03% 438
2021
Q2 		$221K Buy
+712
New +$198K 0.02% 496

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

Regal Investment Advisors's VEEV Position: Q2 2026 in Review

Regal Investment Advisors reduced its Veeva Systems (VEEV) stake by 9.4% in Q2 2026, selling an estimated $53.4K and leaving 3,135 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #440.

Regal Investment Advisors first reported a position in VEEV in Q2 2021 and has held it in 17 quarters since. The position peaked at $832K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Regal Investment Advisors held 3,135 shares of Veeva Systems worth $556K as of Q2 2026.
  • Regal Investment Advisors sold 324 Veeva Systems shares in Q2 2026, an estimated $53.4K.
  • Veeva Systems made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #440 holding.
  • Regal Investment Advisors first reported a position in Veeva Systems in Q2 2021 and has held it in 17 quarters since.
  • Regal Investment Advisors's Veeva Systems position peaked at $832K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.