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Waverly Advisors’s Veeva Systems VEEV Stock Holding History

Waverly 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 		$554K Sell
3,119
-280
-8% -$46.2K ﹤0.01% 1129
2026
Q1 		$597K Buy
3,399
+1,736
+104% +$341K ﹤0.01% 1000
2025
Q4 		$371K Sell
1,663
-686
-29% -$182K ﹤0.01% 1124
2025
Q3 		$700K Buy
2,349
+1,129
+93% +$318K 0.01% 742
2025
Q2 		$351K Buy
+1,220
New +$303K ﹤0.01% 911

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 $3.38T AUM 44.17% 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

Waverly Advisors's VEEV Position: Q2 2026 in Review

Waverly Advisors reduced its Veeva Systems (VEEV) stake by 8.2% in Q2 2026, selling an estimated $46.2K and leaving 3,119 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Waverly Advisors first reported a position in VEEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $700K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Waverly Advisors held 3,119 shares of Veeva Systems worth $554K as of Q2 2026.
  • Waverly Advisors sold 280 Veeva Systems shares in Q2 2026, an estimated $46.2K.
  • Veeva Systems made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1129 holding.
  • Waverly Advisors first reported a position in Veeva Systems in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Veeva Systems position peaked at $700K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.