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United Capital Financial Advisors’s Veeva Systems VEEV Stock Holding History

United Capital Financial 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 		$1.05M Buy
5,920
+495
+9% +$81.6K 0.01% 784
2026
Q1 		$953K Buy
5,425
+4,205
+345% +$826K 0.01% 775
2025
Q4 		$272K Sell
1,220
-313
-20% -$83.1K ﹤0.01% 1209
2025
Q3 		$457K Buy
1,533
+174
+13% +$49K ﹤0.01% 886
2025
Q2 		$391K Buy
1,359
+102
+8% +$25.3K ﹤0.01% 847
2025
Q1 		$291K Buy
1,257
+154
+14% +$35.2K ﹤0.01% 898
2024
Q4 		$232K Sell
1,103
-185
-14% -$40.7K ﹤0.01% 973
2024
Q3 		$270K Buy
1,288
+172
+15% +$34K ﹤0.01% 913
2024
Q2 		$204K Sell
1,116
-91
-8% -$18.1K ﹤0.01% 976
2024
Q1 		$280K Buy
1,207
+33
+3% +$7.12K ﹤0.01% 904
2023
Q4 		$226K Buy
+1,174
New +$221K ﹤0.01% 964
2022
Q1 		– Sell
-833
Closed -$213K – 1232
2021
Q4 		$213K Sell
833
-24
-3% -$6.98K ﹤0.01% 1131
2021
Q3 		$247K Buy
857
+49
+6% +$15.6K ﹤0.01% 1078
2021
Q2 		$251K Sell
808
-50
-6% -$13.9K ﹤0.01% 1074
2021
Q1 		$224K Buy
858
+2
+0.2% +$557 ﹤0.01% 1083
2020
Q4 		$233K Sell
856
-507
-37% -$142K ﹤0.01% 1081
2020
Q3 		$383K Sell
1,363
-368
-21% -$97K ﹤0.01% 895
2020
Q2 		$406K Sell
1,731
-208
-11% -$41.2K ﹤0.01% 936
2020
Q1 		$303K Buy
1,939
+110
+6% +$16.1K ﹤0.01% 968
2019
Q4 		$257K Buy
+1,829
New +$269K ﹤0.01% 1198
2019
Q3 		– Sell
-26,778
Closed -$4.34M – 1488
2019
Q2 		$4.34M Sell
26,778
-1,128
-4% -$164K 0.03% 448
2019
Q1 		$3.54M Buy
27,906
+3,972
+17% +$448K 0.02% 473
2018
Q4 		$2.14M Buy
+23,934
New +$2.19M 0.02% 542

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

United Capital Financial Advisors's VEEV Position: Q2 2026 in Review

United Capital Financial Advisors increased its Veeva Systems (VEEV) stake by 9.1% in Q2 2026, buying an estimated $81.6K and bringing the position to 5,920 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #784.

United Capital Financial Advisors first reported a position in VEEV in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.34M in Q2 2019. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • United Capital Financial Advisors held 5,920 shares of Veeva Systems worth $1.05M as of Q2 2026.
  • United Capital Financial Advisors bought 495 Veeva Systems shares in Q2 2026, an estimated $81.6K.
  • Veeva Systems made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #784 holding.
  • United Capital Financial Advisors first reported a position in Veeva Systems in Q4 2018 and has held it in 23 quarters since.
  • United Capital Financial Advisors's Veeva Systems position peaked at $4.34M in Q2 2019.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.