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West Financial Advisors’s Veeva Systems VEEV Stock Holding History

West Financial 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 		$888 Buy
+5
New +$824 ﹤0.01% 198
2021
Q1 		– Sell
-4
Closed -$1K – 160
2020
Q4 		$1K Buy
+4
New +$1.12K ﹤0.01% 150

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State Street
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Principal Financial Group
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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

West Financial Advisors's VEEV Position: Q2 2026 in Review

West Financial Advisors opened a new position in Veeva Systems (VEEV) in Q2 2026: 5 shares worth $888. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in VEEV as recently as Q4 2020.

West Financial Advisors first reported a position in VEEV in Q4 2020 and has held it in 2 quarters since. The position peaked at $1K in Q4 2020. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • West Financial Advisors held 5 shares of Veeva Systems worth $888 as of Q2 2026.
  • Veeva Systems was a new West Financial Advisors position in Q2 2026.
  • Veeva Systems made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #198 holding.
  • West Financial Advisors first reported a position in Veeva Systems in Q4 2020 and has held it in 2 quarters since.
  • West Financial Advisors's Veeva Systems position peaked at $1K in Q4 2020.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.