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Atria Wealth Solutions’s Veeva Systems VEEV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$789K Sell
2,739
-1,616
-37% -$401K 0.02% 735
2025
Q1 		$1.01M Sell
4,355
-5,631
-56% -$1.29M 0.01% 895
2024
Q4 		$2.1M Sell
9,986
-2,381
-19% -$524K 0.02% 625
2024
Q3 		$2.6M Sell
12,367
-701
-5% -$139K 0.03% 536
2024
Q2 		$2.39M Sell
13,068
-1,700
-12% -$337K 0.03% 572
2024
Q1 		$3.42M Sell
14,768
-2,071
-12% -$447K 0.04% 456
2023
Q4 		$3.24M Sell
16,839
-1,597
-9% -$301K 0.04% 442
2023
Q3 		$3.75M Buy
18,436
+324
+2% +$65.3K 0.05% 366
2023
Q2 		$3.58M Buy
18,112
+269
+2% +$49.1K 0.05% 379
2023
Q1 		$3.28M Buy
17,843
+1,821
+11% +$311K 0.05% 383
2022
Q4 		$2.59M Sell
16,022
-2,150
-12% -$367K 0.04% 427
2022
Q3 		$3M Buy
18,172
+8,621
+90% +$1.72M 0.05% 344
2022
Q2 		$1.89M Sell
9,551
-7,708
-45% -$1.42M 0.04% 463
2022
Q1 		$3.67M Buy
+17,259
New +$3.74M 0.06% 312

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's VEEV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Veeva Systems (VEEV) stake by 37% in Q2 2025, selling an estimated $401K and leaving 2,739 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #735.

Atria Wealth Solutions first reported a position in VEEV in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.75M in Q3 2023. 1,114 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Atria Wealth Solutions held 2,739 shares of Veeva Systems worth $789K as of Q2 2025.
  • Atria Wealth Solutions sold 1,616 Veeva Systems shares in Q2 2025, an estimated $401K.
  • Veeva Systems made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #735 holding.
  • Atria Wealth Solutions first reported a position in Veeva Systems in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Veeva Systems position peaked at $3.75M in Q3 2023.
  • 1,114 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.