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Waypoint Wealth Counsel’s Veeva Systems VEEV Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,598
Closed -$281K – 239
2026
Q1 		$281K Buy
+1,598
New +$314K 0.15% 154
2025
Q4 		– Sell
-1,862
Closed -$555K – 322
2025
Q3 		$555K Buy
1,862
+953
+105% +$268K 0.22% 82
2025
Q2 		$262K Buy
+909
New +$225K 0.13% 136

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

Waypoint Wealth Counsel's VEEV Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 1,598 shares — an estimated $281K sold.

Waypoint Wealth Counsel first reported a position in VEEV in Q2 2025 and held it in 3 quarters. The position peaked at $555K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,598 Veeva Systems shares in Q2 2026, an estimated $281K.
  • Waypoint Wealth Counsel first reported a position in Veeva Systems in Q2 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Veeva Systems position peaked at $555K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.