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True Wealth Design’s Veeva Systems VEEV Stock Holding History

True Wealth Design’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 		$109K Buy
615
+38
+7% +$6.27K 0.03% 232
2026
Q1 		$101K Buy
577
+216
+60% +$42.4K 0.03% 211
2025
Q4 		$80.6K Sell
361
-358
-50% -$95K 0.02% 219
2025
Q3 		$214K Buy
719
+276
+62% +$77.7K 0.07% 62
2025
Q2 		$128K Buy
443
+230
+108% +$57K 0.05% 81
2025
Q1 		$49.3K Buy
213
+10
+5% +$2.29K 0.02% 187
2024
Q4 		$42.7K Buy
203
+64
+46% +$14.1K 0.02% 194
2024
Q3 		$29.2K Buy
139
+135
+3,375% +$26.7K 0.01% 260
2024
Q2 		$733 Buy
4
+1
+33% +$198 ﹤0.01% 585
2024
Q1 		$696 Buy
3
+2
+200% +$432 ﹤0.01% 550
2023
Q4 		$193 Hold
1
– – ﹤0.01% 681
2023
Q3 		$204 Hold
1
– – ﹤0.01% 635
2023
Q2 		$198 Hold
1
– – ﹤0.01% 654
2023
Q1 		$184 Hold
1
– – ﹤0.01% 746
2022
Q4 		$161 Buy
+1
New +$171 ﹤0.01% 693

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

True Wealth Design's VEEV Position: Q2 2026 in Review

True Wealth Design increased its Veeva Systems (VEEV) stake by 6.6% in Q2 2026, buying an estimated $6.27K and bringing the position to 615 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #232.

True Wealth Design first reported a position in VEEV in Q4 2022 and has held it in 15 quarters since. The position peaked at $214K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • True Wealth Design held 615 shares of Veeva Systems worth $109K as of Q2 2026.
  • True Wealth Design bought 38 Veeva Systems shares in Q2 2026, an estimated $6.27K.
  • Veeva Systems made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #232 holding.
  • True Wealth Design first reported a position in Veeva Systems in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Veeva Systems position peaked at $214K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.