Summit Securities Group
VEEV icon

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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Summit Securities Group's VEEV Position: Q3 2026 in Review

Summit Securities Group sold out of Veeva Systems (VEEV) in Q3 2026, closing a stake of 41 shares — an estimated $7.28K sold.

Summit Securities Group first reported a position in VEEV in Q3 2014 and held it in 6 quarters. The position peaked at $1.06M in Q1 2021. 1,011 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Summit Securities Group reported no remaining Veeva Systems position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 41 Veeva Systems shares in Q3 2026, an estimated $7.28K.
  • Summit Securities Group first reported a position in Veeva Systems in Q3 2014 and held it in 6 quarters.
  • Summit Securities Group's Veeva Systems position peaked at $1.06M in Q1 2021.
  • 1,011 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.