Selective Wealth Management, Inc.
- SEC CIK
- 0001755670
- Latest filing
- Jul 20, 2026
VEEV holding history
Veeva Systems Inc in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
VEEV overviewAll 13F holders of VEEVFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,577
- Value
- $3.24M
- % of portfolio
- 0.8%
- Quarters held
- 20
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,577 | $3.24M | 0.8% | −730−4.2% | Reduced | Holders |
| Q1 2026 | 17,307 | $2.74M | 0.8% | −1,670−8.8% | Reduced | Holders |
| Q4 2025 | 18,977 | $4.16M | 1.3% | −617−3.1% | Reduced | Holders |
| Q3 2025 | 19,594 | $6.00M | 1.9% | −141−0.7% | Reduced | Holders |
| Q2 2025 | 19,735 | $5.61M | 2.0% | −766−3.7% | Reduced | Holders |
| Q1 2025 | 20,501 | $4.47M | 1.9% | −473−2.3% | Reduced | Holders |
| Q4 2024 | 20,974 | $4.42M | 1.8% | −1,503−6.7% | Reduced | Holders |
| Q3 2024 | 22,477 | $4.60M | 1.9% | −2,458−9.9% | Reduced | Holders |
| Q2 2024 | 24,935 | $4.54M | 2.0% | −1,592−6.0% | Reduced | Holders |
| Q1 2024 | 26,527 | $5.60M | 2.4% | −1,807−6.4% | Reduced | Holders |
| Q4 2023 | 28,334 | $5.27M | 2.7% | −2,176−7.1% | Reduced | Holders |
| Q3 2023 | 30,510 | $6.12M | 3.4% | −2,135−6.5% | Reduced | Holders |
| Q2 2023 | 32,645 | $6.52M | 3.3% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 34,589 | $5.62M | 3.0% | −7,379−17.6% | Reduced | Holders |
| Q3 2022 | 41,968 | $6.92M | 3.0% | −2,953−6.6% | Reduced | Holders |
| Q2 2022 | 44,921 | $8.90M | 3.2% | −1,223−2.7% | Reduced | Holders |
| Q1 2022 | 46,144 | $9.80M | 3.6% | +23,155+100.7% | Added | Holders |
| Q4 2021 | 22,989 | $5.87M | 2.4% | +6,195+36.9% | Added | Holders |
| Q3 2021 | 16,794 | $4.84M | 2.6% | +16,781+129,084.6% | Added | Holders |
| Q2 2021 | 13 | $4.00K | <0.1% | +13 | New | Holders |