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Whipplewood Advisors’s Veeva Systems VEEV Stock Holding History

Whipplewood 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
-6
Closed -$1.05K – 1018
2026
Q1 		$1.05K Sell
6
-594
-99% -$117K ﹤0.01% 885
2025
Q4 		$134K Hold
600
– – 0.09% 143
2025
Q3 		$179K Sell
600
-6
-1% -$1.69K 0.12% 129
2025
Q2 		$175K Sell
606
-17
-3% -$4.22K 0.1% 180
2025
Q1 		$140K Buy
623
+17
+3% +$3.88K 0.08% 187
2024
Q4 		$127K Buy
+606
New +$133K 0.07% 207

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's VEEV Position: Q2 2026 in Review

Whipplewood Advisors sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 6 shares — an estimated $1.05K sold.

Whipplewood Advisors first reported a position in VEEV in Q4 2024 and held it in 6 quarters. The position peaked at $179K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Whipplewood Advisors reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Veeva Systems shares in Q2 2026, an estimated $1.05K.
  • Whipplewood Advisors first reported a position in Veeva Systems in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Veeva Systems position peaked at $179K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.