AWM
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Avior Wealth Management’s Veeva Systems VEEV Stock Holding History

Avior 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
2025
Q4 		– Sell
-827
Closed -$246K – 782
2025
Q3 		$246K Buy
827
+1
+0.1% +$281 0.01% 650
2025
Q2 		$238K Buy
+826
New +$205K 0.01% 625
2025
Q1 		– Sell
-842
Closed -$177K – 2273
2024
Q4 		$177K Buy
842
+33
+4% +$7.26K 0.01% 740
2024
Q3 		$170K Sell
809
-15
-2% -$2.96K 0.01% 741
2024
Q2 		$151K Sell
824
-396
-32% -$78.6K 0.01% 751
2024
Q1 		$283K Buy
+1,220
New +$263K 0.01% 602

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avior Wealth Management's VEEV Position: Q4 2025 in Review

Avior Wealth Management sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 827 shares — an estimated $246K sold.

Avior Wealth Management first reported a position in VEEV in Q1 2024 and held it in 6 quarters. The position peaked at $283K in Q1 2024. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Avior Wealth Management reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 827 Veeva Systems shares in Q4 2025, an estimated $246K.
  • Avior Wealth Management first reported a position in Veeva Systems in Q1 2024 and held it in 6 quarters.
  • Avior Wealth Management's Veeva Systems position peaked at $283K in Q1 2024.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.