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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return