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Summit Securities Group’s Veeva Systems VEEV Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-2,000
Closed -$511K – 1377
2021
Q4 		$511K Buy
+2,000
New +$581K 0.02% 370
2021
Q2 		– Sell
-95
Closed -$2.48M – 888
2021
Q1 		$2.48M Buy
+95
New +$26.5K 0.27% 76

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 Securities Group's VEEV Position: Q2 2026 in Review

Summit Securities Group opened a new position in Veeva Systems (VEEV) in Q2 2026: 41 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in VEEV as recently as Q4 2022.

Summit Securities Group first reported a position in VEEV in Q3 2014 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2021. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Summit Securities Group held 41 shares of Veeva Systems worth $7.28K as of Q2 2026.
  • Veeva Systems was a new Summit Securities Group position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #904 holding.
  • Summit Securities Group first reported a position in Veeva Systems in Q3 2014 and has held it in 6 quarters since.
  • Summit Securities Group's Veeva Systems position peaked at $1.06M in Q1 2021.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.