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Wealth Management Associates’s Veeva Systems VEEV Stock Holding History

Wealth Management Associates’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 		$213K Buy
+1,200
New +$198K 0.06% 239
2025
Q1 		– Sell
-1,499
Closed -$315K – 223
2024
Q4 		$315K Hold
1,499
– – 0.13% 148
2024
Q3 		$315K Buy
1,499
+195
+15% +$38.5K 0.14% 146
2024
Q2 		$239K Hold
1,304
– – 0.11% 171
2024
Q1 		$239K Buy
+1,304
New +$281K 0.11% 171

Other funds holding VEEV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Wealth Management Associates's VEEV Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Veeva Systems (VEEV) in Q2 2026: 1,200 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #239 among its holdings. This is a return to the name: Wealth Management Associates previously reported a position in VEEV as recently as Q4 2024.

Wealth Management Associates first reported a position in VEEV in Q1 2024 and has held it in 5 quarters since. The position peaked at $315K in Q4 2024. 172 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Wealth Management Associates held 1,200 shares of Veeva Systems worth $213K as of Q2 2026.
  • Veeva Systems was a new Wealth Management Associates position in Q2 2026.
  • Veeva Systems made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #239 holding.
  • Wealth Management Associates first reported a position in Veeva Systems in Q1 2024 and has held it in 5 quarters since.
  • Wealth Management Associates's Veeva Systems position peaked at $315K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.