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Wealth Enhancement Trust Services’s Veeva Systems VEEV Stock Holding History

Wealth Enhancement Trust Services’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 		$135K Buy
760
+42
+6% +$6.93K 0.02% 328
2026
Q1 		$126K Buy
+718
New +$141K 0.02% 322

Other funds holding VEEV

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State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Enhancement Trust Services's VEEV Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Veeva Systems (VEEV) stake by 5.8% in Q2 2026, buying an estimated $6.93K and bringing the position to 760 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #328.

Wealth Enhancement Trust Services first reported a position in VEEV in Q1 2026 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Wealth Enhancement Trust Services held 760 shares of Veeva Systems worth $135K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 42 Veeva Systems shares in Q2 2026, an estimated $6.93K.
  • Veeva Systems made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #328 holding.
  • Wealth Enhancement Trust Services first reported a position in Veeva Systems in Q1 2026 and has held it in 2 quarters since.
  • 768 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.