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Ritholtz Wealth Management’s Veeva Systems VEEV Stock Holding History

Ritholtz 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 		– Sell
-9,751
Closed -$1.71M – 1383
2026
Q1 		$1.71M Buy
9,751
+90
+0.9% +$17.7K 0.03% 412
2025
Q4 		$2.16M Sell
9,661
-1,162
-11% -$308K 0.04% 334
2025
Q3 		$3.22M Buy
+10,823
New +$3.05M 0.06% 217
2022
Q4 		– Sell
-12,149
Closed -$2M – 741
2022
Q3 		$2M Hold
12,149
– – 0.11% 133
2022
Q2 		$2.41M Buy
12,149
+10,832
+822% +$1.99M 0.15% 78
2022
Q1 		$280K Buy
1,317
+113
+9% +$24.5K 0.02% 432
2021
Q4 		$308K Sell
1,204
-933
-44% -$271K 0.02% 409
2021
Q3 		$616K Buy
+2,137
New +$678K 0.04% 224

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

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

Ritholtz Wealth Management sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 9,751 shares — an estimated $1.71M sold.

Ritholtz Wealth Management first reported a position in VEEV in Q3 2021 and held it in 8 quarters. The position peaked at $3.22M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 9,751 Veeva Systems shares in Q2 2026, an estimated $1.71M.
  • Ritholtz Wealth Management first reported a position in Veeva Systems in Q3 2021 and held it in 8 quarters.
  • Ritholtz Wealth Management's Veeva Systems position peaked at $3.22M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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