Summit Trail Advisors’s Veeva Systems VEEV Stock Holding History

Summit Trail 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	$1.21M	Sell	6,777 -525	-7%	-$86.6K	0.02%	898
2026 Q1	$1.28M	Buy	7,302 +2,687	+58%	+$528K	0.02%	811
2025 Q4	$1.03M	Buy	4,615 +818	+22%	+$217K	0.02%	798
2025 Q3	$1.13M	Buy	3,797 +2,571	+210%	+$724K	0.02%	760
2025 Q2	$353K	Buy	+1,226	New	+$304K	0.01%	860
2024 Q3	–	Sell	-1,123	Closed	-$206K	–	743
2024 Q2	$206K	Buy	1,123 +77	+7%	+$15.3K	0.01%	589
2024 Q1	$242K	Buy	+1,046	New	+$226K	0.01%	521
2023 Q4	–	Sell	-1,007	Closed	-$205K	–	593
2023 Q3	$205K	Buy	+1,007	New	+$203K	0.01%	496
2018 Q1	–	Sell	-1,075	Closed	-$63K	–	1611
2017 Q4	$63K	Buy	+1,075	New	+$63.3K	0.01%	762

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Trail Advisors's VEEV Position: Q2 2026 in Review

Summit Trail Advisors reduced its Veeva Systems (VEEV) stake by 7.2% in Q2 2026, selling an estimated $86.6K and leaving 6,777 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #898.

Summit Trail Advisors first reported a position in VEEV in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.28M in Q1 2026. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Summit Trail Advisors held 6,777 shares of Veeva Systems worth $1.21M as of Q2 2026.
Summit Trail Advisors sold 525 Veeva Systems shares in Q2 2026, an estimated $86.6K.
Veeva Systems made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #898 holding.
Summit Trail Advisors first reported a position in Veeva Systems in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Veeva Systems position peaked at $1.28M in Q1 2026.
1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.