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Wealth Preservation Advisors’s Veeva Systems VEEV Stock Holding History

Wealth Preservation 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 		– Sell
-143
Closed -$25.1K – 910
2026
Q1 		$25.1K Buy
+143
New +$28.1K 0.02% 284

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

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

Wealth Preservation Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 143 shares — an estimated $25.1K sold.

Wealth Preservation Advisors first reported a position in VEEV in Q1 2026 and held it in 1 quarter. The position peaked at $25.1K in Q1 2026. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 143 Veeva Systems shares in Q2 2026, an estimated $25.1K.
  • Wealth Preservation Advisors first reported a position in Veeva Systems in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Veeva Systems position peaked at $25.1K in Q1 2026.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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