SkyOak Wealth’s Veeva Systems VEEV Stock Holding History

SkyOak Wealth’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	$589K	Hold	3,320	–	–	0.1%	127
2026 Q1	$583K	Sell	3,320 -500	-13%	-$98.2K	0.11%	117
2025 Q4	$853K	Hold	3,820	–	–	0.15%	92
2025 Q3	$1.14M	Hold	3,820	–	–	0.21%	78
2025 Q2	$1.1M	Hold	3,820	–	–	0.22%	78
2025 Q1	$885K	Hold	3,820	–	–	0.19%	83
2024 Q4	$803K	Sell	3,820 -255	-6%	-$56.1K	0.17%	83
2024 Q3	$855K	Hold	4,075	–	–	0.19%	79
2024 Q2	$746K	Hold	4,075	–	–	0.17%	88
2024 Q1	$944K	Hold	4,075	–	–	0.23%	80
2023 Q4	$785K	Hold	4,075	–	–	0.2%	87
2023 Q3	$829K	Hold	4,075	–	–	0.24%	82
2023 Q2	$806K	Sell	4,075 -331	-8%	-$60.4K	0.23%	84
2023 Q1	$810K	Buy	4,406 +202	+5%	+$34.5K	0.25%	86
2022 Q4	$678K	Hold	4,204	–	–	0.23%	94
2022 Q3	$693K	Buy	4,204 +375	+10%	+$74.9K	0.25%	88
2022 Q2	$758K	Sell	3,829 -318	-8%	-$58.5K	0.26%	90
2022 Q1	$881K	Hold	4,147	–	–	0.24%	92
2021 Q4	$1.06M	Sell	4,147 -658	-14%	-$191K	0.27%	86
2021 Q3	$1.39M	Buy	4,805 +574	+14%	+$182K	0.37%	70
2021 Q2	$1.32M	Sell	4,231 -700	-14%	-$195K	0.35%	71
2021 Q1	$1.41M	Buy	4,931 +348	+8%	+$97K	0.39%	70
2020 Q4	$1.25M	Sell	4,583 -335	-7%	-$93.9K	0.39%	71
2020 Q3	$1.38M	Sell	4,918 -2,906	-37%	-$766K	0.5%	65
2020 Q2	$1.83M	Sell	7,824 -405	-5%	-$80.3K	0.68%	40
2020 Q1	$1.29M	Sell	8,229 -11,484	-58%	-$1.68M	0.66%	42
2019 Q4	$2.77M	Buy	+19,713	New	+$2.9M	0.86%	30

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SkyOak Wealth's VEEV Position: Q2 2026 in Review

SkyOak Wealth held its Veeva Systems (VEEV) position steady in Q2 2026 at 3,320 shares worth $589K. The position accounts for 0.1% of the portfolio, ranked #127.

SkyOak Wealth first reported a position in VEEV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.77M in Q4 2019. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

SkyOak Wealth held 3,320 shares of Veeva Systems worth $589K as of Q2 2026.
SkyOak Wealth left its Veeva Systems share count unchanged in Q2 2026.
Veeva Systems made up 0.1% of SkyOak Wealth's portfolio in Q2 2026, its #127 holding.
SkyOak Wealth first reported a position in Veeva Systems in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's Veeva Systems position peaked at $2.77M in Q4 2019.
1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.