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Selective Wealth Management’s Veeva Systems VEEV Stock Holding History

Selective 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 		$3.24M Sell
16,577
-730
-4% -$120K 0.85% 18
2026
Q1 		$2.74M Sell
17,307
-1,670
-9% -$328K 0.81% 20
2025
Q4 		$4.16M Sell
18,977
-617
-3% -$164K 1.3% 13
2025
Q3 		$6M Sell
19,594
-141
-0.7% -$39.7K 1.93% 10
2025
Q2 		$5.61M Sell
19,735
-766
-4% -$190K 2.05% 10
2025
Q1 		$4.47M Sell
20,501
-473
-2% -$108K 1.94% 11
2024
Q4 		$4.42M Sell
20,974
-1,503
-7% -$331K 1.8% 12
2024
Q3 		$4.6M Sell
22,477
-2,458
-10% -$486K 1.91% 12
2024
Q2 		$4.54M Sell
24,935
-1,592
-6% -$316K 2% 9
2024
Q1 		$5.6M Sell
26,527
-1,807
-6% -$390K 2.43% 8
2023
Q4 		$5.27M Sell
28,334
-2,176
-7% -$410K 2.66% 8
2023
Q3 		$6.12M Sell
30,510
-2,135
-7% -$430K 3.36% 8
2023
Q2 		$6.52M Buy
+32,645
New +$5.95M 3.25% 7
2022
Q4 		$5.62M Sell
34,589
-7,379
-18% -$1.26M 2.97% 6
2022
Q3 		$6.92M Sell
41,968
-2,953
-7% -$590K 2.97% 7
2022
Q2 		$8.9M Sell
44,921
-1,223
-3% -$225K 3.17% 5
2022
Q1 		$9.8M Buy
46,144
+23,155
+101% +$5.02M 3.55% 8
2021
Q4 		$5.87M Buy
22,989
+6,195
+37% +$1.8M 2.4% 16
2021
Q3 		$4.84M Buy
16,794
+16,781
+129,085% +$5.33M 2.56% 11
2021
Q2 		$4K Buy
+13
New +$3.62K ﹤0.01% 428

Other funds holding VEEV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

Selective Wealth Management reduced its Veeva Systems (VEEV) stake by 4.2% in Q2 2026, selling an estimated $120K and leaving 16,577 shares worth $3.24M. The position accounts for 0.85% of the portfolio, ranked #18.

Selective Wealth Management first reported a position in VEEV in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.8M in Q1 2022. 353 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Selective Wealth Management held 16,577 shares of Veeva Systems worth $3.24M as of Q2 2026.
  • Selective Wealth Management sold 730 Veeva Systems shares in Q2 2026, an estimated $120K.
  • Veeva Systems made up 0.85% of Selective Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Selective Wealth Management first reported a position in Veeva Systems in Q2 2021 and has held it in 20 quarters since.
  • Selective Wealth Management's Veeva Systems position peaked at $9.8M in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.