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Rialto Wealth Management’s Veeva Systems VEEV Stock Holding History

Rialto Wealth Management’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 		$710 Sell
4
-1
-20% -$165 ﹤0.01% 1499
2026
Q1 		$879 Sell
5
-1
-17% -$196 ﹤0.01% 1157
2025
Q4 		$1.34K Sell
6
-1
-14% -$265 ﹤0.01% 903
2025
Q3 		$2.09K Buy
7
+1
+17% +$281 ﹤0.01% 654
2025
Q2 		$1.73K Buy
+6
New +$1.49K ﹤0.01% 655

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

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

Rialto Wealth Management reduced its Veeva Systems (VEEV) stake by 20% in Q2 2026, selling an estimated $165 and leaving 4 shares worth $710. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Rialto Wealth Management first reported a position in VEEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.09K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Rialto Wealth Management held 4 shares of Veeva Systems worth $710 as of Q2 2026.
  • Rialto Wealth Management sold 1 Veeva Systems share in Q2 2026, an estimated $165.
  • Veeva Systems made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1499 holding.
  • Rialto Wealth Management first reported a position in Veeva Systems in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Veeva Systems position peaked at $2.09K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.