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Wealthspire Advisors (New York)’s Veeva Systems VEEV Stock Holding History

Wealthspire Advisors (New York)’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 		$267K Buy
+1,503
New +$248K ﹤0.01% 1029
2025
Q4 		– Sell
-391
Closed -$116K – 2824
2025
Q3 		$116K Buy
+391
New +$110K ﹤0.01% 969
2019
Q1 		– Sell
-10
Closed -$1K – 760
2018
Q4 		$1K Buy
+10
New +$914 ﹤0.01% 846

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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

Wealthspire Advisors (New York)'s VEEV Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Veeva Systems (VEEV) in Q2 2026: 1,503 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in VEEV as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in VEEV in Q4 2018 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,503 shares of Veeva Systems worth $267K as of Q2 2026.
  • Veeva Systems was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1029 holding.
  • Wealthspire Advisors (New York) first reported a position in Veeva Systems in Q4 2018 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.