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WCG Wealth Advisors’s Veeva Systems VEEV Stock Holding History

WCG Wealth 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 		$2.99M Buy
+16,853
New +$2.78M 0.07% 244
2026
Q1 		– Sell
-26,442
Closed -$5.9M – 549
2025
Q4 		$5.9M Buy
+26,442
New +$7.02M 0.17% 130

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

WCG Wealth Advisors's VEEV Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in Veeva Systems (VEEV) in Q2 2026: 16,853 shares worth $2.99M. The stake represents 0.07% of the portfolio and ranks #244 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in VEEV as recently as Q4 2025.

WCG Wealth Advisors first reported a position in VEEV in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.9M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • WCG Wealth Advisors held 16,853 shares of Veeva Systems worth $2.99M as of Q2 2026.
  • Veeva Systems was a new WCG Wealth Advisors position in Q2 2026.
  • Veeva Systems made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • WCG Wealth Advisors first reported a position in Veeva Systems in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Veeva Systems position peaked at $5.9M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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