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Williams Jones Wealth Management’s Veeva Systems VEEV Stock Holding History

Williams Jones Wealth Management’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
-1,726
Closed -$303K – 561
2026
Q1 		$303K Sell
1,726
-7,548
-81% -$1.48M ﹤0.01% 421
2025
Q4 		$2.07M Sell
9,274
-145
-2% -$38.5K 0.02% 186
2025
Q3 		$2.81M Buy
9,419
+40
+0.4% +$11.3K 0.03% 167
2025
Q2 		$2.7M Sell
9,379
-201
-2% -$49.8K 0.03% 167
2025
Q1 		$2.22M Sell
9,580
-1,280
-12% -$292K 0.03% 177
2024
Q4 		$2.28M Sell
10,860
-41,714
-79% -$9.17M 0.03% 179
2024
Q3 		$11M Sell
52,574
-11,751
-18% -$2.32M 0.13% 104
2024
Q2 		$11.8M Buy
64,325
+6,793
+12% +$1.35M 0.15% 97
2024
Q1 		$13.3M Buy
57,532
+848
+1% +$183K 0.17% 87
2023
Q4 		$10.9M Sell
56,684
-5,967
-10% -$1.12M 0.15% 96
2023
Q3 		$12.7M Buy
62,651
+953
+2% +$192K 0.2% 83
2023
Q2 		$12.2M Buy
61,698
+935
+2% +$171K 0.18% 89
2023
Q1 		$11.2M Sell
60,763
-1,280
-2% -$218K 0.17% 95
2022
Q4 		$10M Sell
62,043
-1,327
-2% -$227K 0.17% 99
2022
Q3 		$10.4M Sell
63,370
-850
-1% -$170K 0.18% 92
2022
Q2 		$12.7M Sell
64,220
-7,161
-10% -$1.32M 0.21% 85
2022
Q1 		$15.2M Sell
71,381
-4,262
-6% -$925K 0.21% 80
2021
Q4 		$19.3M Buy
75,643
+134
+0.2% +$39K 0.24% 75
2021
Q3 		$21.8M Sell
75,509
-18
-0% -$5.71K 0.3% 64
2021
Q2 		$23.5M Buy
75,527
+1,291
+2% +$360K 0.33% 61
2021
Q1 		$19.4M Sell
74,236
-965
-1% -$269K 0.3% 63
2020
Q4 		$20.5M Buy
75,201
+5,870
+8% +$1.64M 0.33% 60
2020
Q3 		$19.5M Sell
69,331
-1,519
-2% -$400K 0.36% 58
2020
Q2 		$16.6M Buy
70,850
+5,357
+8% +$1.06M 0.34% 61
2020
Q1 		$10.2M Sell
65,493
-22,614
-26% -$3.31M 0.27% 69
2019
Q4 		$12.4M Sell
88,107
-531
-0.6% -$78K 0.24% 79
2019
Q3 		$13.5M Buy
+88,638
New +$14.2M 0.28% 73

Other funds holding VEEV

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Williams Jones Wealth Management's VEEV Position: Q2 2026 in Review

Williams Jones Wealth Management sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 1,726 shares — an estimated $303K sold.

Williams Jones Wealth Management first reported a position in VEEV in Q3 2019 and held it in 27 quarters. The position peaked at $23.5M in Q2 2021. 479 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Williams Jones Wealth Management reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,726 Veeva Systems shares in Q2 2026, an estimated $303K.
  • Williams Jones Wealth Management first reported a position in Veeva Systems in Q3 2019 and held it in 27 quarters.
  • Williams Jones Wealth Management's Veeva Systems position peaked at $23.5M in Q2 2021.
  • 479 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.