SFS
VEEV icon

Sowell Financial Services’s Veeva Systems VEEV Stock Holding History

Sowell Financial Services’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 		$357K Sell
2,013
-38
-2% -$6.27K 0.01% 796
2026
Q1 		$360K Buy
2,051
+191
+10% +$37.5K 0.01% 764
2025
Q4 		$415K Buy
1,860
+43
+2% +$11.4K 0.02% 705
2025
Q3 		$541K Buy
1,817
+227
+14% +$63.9K 0.02% 612
2025
Q2 		$458K Buy
1,590
+405
+34% +$100K 0.02% 635
2025
Q1 		$274K Buy
+1,185
New +$271K 0.01% 802
2021
Q2 		– Sell
-1,699
Closed -$439K – 2644
2021
Q1 		$439K Sell
1,699
-1,392
-45% -$388K 0.02% 696
2020
Q4 		$842K Sell
3,091
-360
-10% -$101K 0.04% 372
2020
Q3 		$970K Buy
3,451
+1,182
+52% +$312K 0.05% 301
2020
Q2 		$532K Sell
2,269
-213
-9% -$42.2K 0.03% 437
2020
Q1 		$388K Buy
2,482
+1,301
+110% +$191K 0.03% 469
2019
Q4 		$166K Sell
1,181
-64
-5% -$9.4K 0.01% 776
2019
Q3 		$190K Buy
+1,245
New +$200K 0.02% 663
2017
Q1 		– Sell
-38
Closed -$2K – 553
2016
Q4 		$2K Buy
+38
New +$1.55K ﹤0.01% 597

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 $3.38T AUM 44.17% 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

Sowell Financial Services's VEEV Position: Q2 2026 in Review

Sowell Financial Services reduced its Veeva Systems (VEEV) stake by 1.9% in Q2 2026, selling an estimated $6.27K and leaving 2,013 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #796.

Sowell Financial Services first reported a position in VEEV in Q4 2016 and has held it in 14 quarters since. The position peaked at $970K in Q3 2020. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Sowell Financial Services held 2,013 shares of Veeva Systems worth $357K as of Q2 2026.
  • Sowell Financial Services sold 38 Veeva Systems shares in Q2 2026, an estimated $6.27K.
  • Veeva Systems made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #796 holding.
  • Sowell Financial Services first reported a position in Veeva Systems in Q4 2016 and has held it in 14 quarters since.
  • Sowell Financial Services's Veeva Systems position peaked at $970K in Q3 2020.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.