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Spire Wealth Management’s Veeva Systems VEEV Stock Holding History

Spire 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 		$8.7K Sell
49
-304
-86% -$50.1K ﹤0.01% 1687
2026
Q1 		$62K Sell
353
-95
-21% -$18.7K ﹤0.01% 1109
2025
Q4 		$100K Sell
448
-20,516
-98% -$5.44M ﹤0.01% 991
2025
Q3 		$6.25M Buy
20,964
+20,669
+7,006% +$5.82M 0.21% 98
2025
Q2 		$85K Buy
295
+18
+6% +$4.46K ﹤0.01% 1031
2025
Q1 		$64.2K Buy
277
+75
+37% +$17.1K ﹤0.01% 1195
2024
Q4 		$42.5K Sell
202
-203
-50% -$44.6K ﹤0.01% 1340
2024
Q3 		$85K Sell
405
-230
-36% -$45.5K ﹤0.01% 961
2024
Q2 		$116K Sell
635
-780
-55% -$155K ﹤0.01% 848
2024
Q1 		$328K Buy
1,415
+455
+47% +$98.2K 0.01% 638
2023
Q4 		$198K Sell
960
-22,022
-96% -$4.15M 0.01% 767
2023
Q3 		$4.68M Sell
22,982
-195
-0.8% -$39.3K 0.18% 115
2023
Q2 		$4.58M Buy
23,177
+22,257
+2,419% +$4.06M 0.17% 115
2023
Q1 		$169K Buy
920
+248
+37% +$42.3K 0.01% 783
2022
Q4 		$108K Buy
672
+44
+7% +$7.52K 0.01% 719
2022
Q3 		$104K Sell
628
-476
-43% -$95.1K 0.01% 702
2022
Q2 		$219K Sell
1,104
-1,258
-53% -$231K 0.01% 729
2022
Q1 		$502K Sell
2,362
-639
-21% -$139K 0.01% 573
2021
Q4 		$767K Sell
3,001
-124
-4% -$36K 0.02% 560
2021
Q3 		$901K Sell
3,125
-822
-21% -$261K 0.02% 435
2021
Q2 		$1.23M Sell
3,947
-365
-8% -$102K 0.03% 375
2021
Q1 		$1.03M Buy
+4,312
New +$1.2M 0.03% 425

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

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

Spire Wealth Management reduced its Veeva Systems (VEEV) stake by 86% in Q2 2026, selling an estimated $50.1K and leaving 49 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Spire Wealth Management first reported a position in VEEV in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.25M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Spire Wealth Management held 49 shares of Veeva Systems worth $8.7K as of Q2 2026.
  • Spire Wealth Management sold 304 Veeva Systems shares in Q2 2026, an estimated $50.1K.
  • Veeva Systems made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1687 holding.
  • Spire Wealth Management first reported a position in Veeva Systems in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Veeva Systems position peaked at $6.25M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.