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Summit Financial’s Veeva Systems VEEV Stock Holding History

Summit Financial’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 		$320K Sell
1,806
-458
-20% -$75.5K ﹤0.01% 1298
2026
Q1 		$398K Buy
2,264
+154
+7% +$30.3K 0.01% 1070
2025
Q4 		$471K Buy
2,110
+29
+1% +$7.7K 0.01% 907
2025
Q3 		$620K Sell
2,081
-36
-2% -$10.1K 0.01% 818
2025
Q2 		$610K Sell
2,117
-195
-8% -$48.4K 0.01% 530
2025
Q1 		$536K Sell
2,312
-225
-9% -$51.4K 0.02% 494
2024
Q4 		$533K Buy
2,537
+990
+64% +$218K 0.02% 440
2024
Q3 		$325K Buy
+1,547
New +$306K 0.01% 447

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

Summit Financial's VEEV Position: Q2 2026 in Review

Summit Financial reduced its Veeva Systems (VEEV) stake by 20% in Q2 2026, selling an estimated $75.5K and leaving 1,806 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Summit Financial first reported a position in VEEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $620K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Summit Financial held 1,806 shares of Veeva Systems worth $320K as of Q2 2026.
  • Summit Financial sold 458 Veeva Systems shares in Q2 2026, an estimated $75.5K.
  • Veeva Systems made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1298 holding.
  • Summit Financial first reported a position in Veeva Systems in Q3 2024 and has held it in 8 quarters since.
  • Summit Financial's Veeva Systems position peaked at $620K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.