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Synergy Financial Group’s Veeva Systems VEEV Stock Holding History

Synergy Financial 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 		– Sell
-1,875
Closed -$329K – 131
2026
Q1 		$329K Buy
1,875
+395
+27% +$77.6K 0.25% 85
2025
Q4 		$330K Buy
1,480
+15
+1% +$3.98K 0.23% 77
2025
Q3 		$436K Sell
1,465
-5
-0.3% -$1.41K 0.29% 60
2025
Q2 		$423K Hold
1,470
– – 0.31% 57
2025
Q1 		$340K Buy
+1,470
New +$336K 0.31% 66

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

Synergy Financial Group's VEEV Position: Q2 2026 in Review

Synergy Financial Group sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 1,875 shares — an estimated $329K sold.

Synergy Financial Group first reported a position in VEEV in Q1 2025 and held it in 5 quarters. The position peaked at $436K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Synergy Financial Group reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Synergy Financial Group sold 1,875 Veeva Systems shares in Q2 2026, an estimated $329K.
  • Synergy Financial Group first reported a position in Veeva Systems in Q1 2025 and held it in 5 quarters.
  • Synergy Financial Group's Veeva Systems position peaked at $436K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.