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Wilkerson Advisory Group’s Veeva Systems VEEV Stock Holding History

Wilkerson Advisory Group’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 – 649
2026
Q1 		$1.05K Sell
6
-7
-54% -$1.38K ﹤0.01% 564
2025
Q4 		$2.9K Buy
+13
New +$3.45K ﹤0.01% 493

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

Wilkerson Advisory Group's VEEV Position: Q2 2026 in Review

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

Wilkerson Advisory Group first reported a position in VEEV in Q4 2025 and held it in 2 quarters. The position peaked at $2.9K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Wilkerson Advisory Group reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 6 Veeva Systems shares in Q2 2026, an estimated $1.05K.
  • Wilkerson Advisory Group first reported a position in Veeva Systems in Q4 2025 and held it in 2 quarters.
  • Wilkerson Advisory Group's Veeva Systems position peaked at $2.9K in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.