United Asset Strategies’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,469
Closed -$434K 273
2026
Q1
$434K Buy
2,469
+282
+13% +$55.4K 0.03% 206
2025
Q4
$488K Buy
+2,187
New +$580K 0.04% 195
2020
Q1
Sell
-4,136
Closed -$582K 214
2019
Q4
$582K Sell
4,136
-4
-0.1% -$588 0.11% 143
2019
Q3
$632K Buy
+4,140
New +$664K 0.14% 122

Other funds holding VEEV

United Asset Strategies's VEEV Position: Q2 2026 in Review

United Asset Strategies sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 2,469 shares — an estimated $434K sold.

United Asset Strategies first reported a position in VEEV in Q3 2019 and held it in 4 quarters. The position peaked at $632K in Q3 2019. 256 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • United Asset Strategies reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • United Asset Strategies sold 2,469 Veeva Systems shares in Q2 2026, an estimated $434K.
  • United Asset Strategies first reported a position in Veeva Systems in Q3 2019 and held it in 4 quarters.
  • United Asset Strategies's Veeva Systems position peaked at $632K in Q3 2019.
  • 256 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.