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Strategic Planning Group’s Veeva Systems VEEV Stock Holding History

Strategic Planning Group’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 		$10.2M Buy
57,362
+18,841
+49% +$3.11M 1.11% 35
2026
Q1 		$6.77M Buy
38,521
+10,419
+37% +$2.05M 0.95% 38
2025
Q4 		$6.27M Buy
28,102
+3,014
+12% +$800K 0.81% 51
2025
Q3 		$7.47M Buy
25,088
+3,095
+14% +$871K 1.01% 37
2025
Q2 		$6.33M Buy
21,993
+858
+4% +$213K 1.03% 31
2025
Q1 		$4.9M Buy
21,135
+67
+0.3% +$15.3K 0.96% 35
2024
Q4 		$4.43M Buy
21,068
+411
+2% +$90.4K 0.81% 37
2024
Q3 		$4.34M Buy
20,657
+810
+4% +$160K 0.85% 39
2024
Q2 		$3.63M Buy
19,847
+6,880
+53% +$1.37M 0.79% 41
2024
Q1 		$3M Buy
12,967
+1,811
+16% +$391K 0.75% 35
2023
Q4 		$2.15M Buy
+11,156
New +$2.1M 0.71% 50

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

Strategic Planning Group's VEEV Position: Q2 2026 in Review

Strategic Planning Group increased its Veeva Systems (VEEV) stake by 49% in Q2 2026, buying an estimated $3.11M and bringing the position to 57,362 shares worth $10.2M. The position accounts for 1.11% of the portfolio, ranked #35.

Strategic Planning Group first reported a position in VEEV in Q4 2023 and has held it in 11 quarters since. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Strategic Planning Group held 57,362 shares of Veeva Systems worth $10.2M as of Q2 2026.
  • Strategic Planning Group bought 18,841 Veeva Systems shares in Q2 2026, an estimated $3.11M.
  • Veeva Systems made up 1.11% of Strategic Planning Group's portfolio in Q2 2026, its #35 holding.
  • Strategic Planning Group first reported a position in Veeva Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.