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SPWM Advisors’s Veeva Systems VEEV Stock Holding History

SPWM Advisors’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
-1,304
Closed -$208K – 98
2026
Q1 		$208K Sell
1,304
-183
-12% -$36K 0.18% 87
2025
Q4 		$332K Buy
+1,487
New +$395K 0.32% 73

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

SPWM Advisors's VEEV Position: Q2 2026 in Review

SPWM Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 1,304 shares — an estimated $208K sold.

SPWM Advisors first reported a position in VEEV in Q4 2025 and held it in 2 quarters. The position peaked at $332K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • SPWM Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • SPWM Advisors sold 1,304 Veeva Systems shares in Q2 2026, an estimated $208K.
  • SPWM Advisors first reported a position in Veeva Systems in Q4 2025 and held it in 2 quarters.
  • SPWM Advisors's Veeva Systems position peaked at $332K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.