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Trifecta Capital Advisors’s Veeva Systems VEEV Stock Holding History

Trifecta Capital 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 		$36.4K Buy
+205
New +$33.8K ﹤0.01% 202
2025
Q4 		– Sell
-110
Closed -$32.8K – 437
2025
Q3 		$32.8K Hold
110
– – 0.01% 186
2025
Q2 		$31.7K Sell
110
-190
-63% -$47.1K 0.01% 193
2025
Q1 		$69.5K Buy
+300
New +$68.6K 0.01% 123

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

Trifecta Capital Advisors's VEEV Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Veeva Systems (VEEV) in Q2 2026: 205 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in VEEV as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in VEEV in Q1 2025 and has held it in 4 quarters since. The position peaked at $69.5K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Trifecta Capital Advisors held 205 shares of Veeva Systems worth $36.4K as of Q2 2026.
  • Veeva Systems was a new Trifecta Capital Advisors position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #202 holding.
  • Trifecta Capital Advisors first reported a position in Veeva Systems in Q1 2025 and has held it in 4 quarters since.
  • Trifecta Capital Advisors's Veeva Systems position peaked at $69.5K in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.