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B. Riley Wealth Advisors’s Veeva Systems VEEV Stock Holding History

B. Riley Wealth Advisors’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
-938
Closed -$279K – 1160
2025
Q3 		$279K Buy
+938
New +$264K 0.01% 749
2024
Q4 		$460K Sell
2,190
-424
-16% -$93.2K 0.02% 725
2024
Q3 		$543K Sell
2,614
-226
-8% -$44.7K 0.02% 715
2024
Q2 		$520K Sell
2,840
-2,047
-42% -$406K 0.01% 799
2024
Q1 		$994K Buy
4,887
+2,645
+118% +$571K 0.03% 524
2023
Q4 		$432K Sell
2,242
-2,645
-54% -$498K 0.01% 892
2023
Q3 		$994K Buy
4,887
+526
+12% +$106K 0.03% 524
2023
Q2 		$862K Buy
4,361
+555
+15% +$101K 0.02% 617
2023
Q1 		$700K Sell
3,806
-155
-4% -$26.4K 0.02% 680
2022
Q4 		$639K Sell
3,961
-151
-4% -$25.8K 0.02% 696
2022
Q3 		$678K Buy
4,112
+1,532
+59% +$306K 0.02% 645
2022
Q2 		$511K Buy
2,580
+459
+22% +$84.5K 0.02% 651
2022
Q1 		$451K Sell
2,121
-2,403
-53% -$521K 0.01% 803
2021
Q4 		$1.16M Buy
4,524
+154
+4% +$44.8K 0.03% 484
2021
Q3 		$1.26M Buy
4,370
+650
+17% +$206K 0.04% 451
2021
Q2 		$1.16M Sell
3,720
-998
-21% -$278K 0.04% 475
2021
Q1 		$1.23M Sell
4,718
-11,225
-70% -$3.13M 0.04% 428
2020
Q4 		$4.34M Buy
15,943
+9,339
+141% +$2.62M 0.23% 100
2020
Q3 		$1.76M Buy
6,604
+2,986
+83% +$787K 0.09% 220
2020
Q2 		$849K Sell
3,618
-2,589
-42% -$513K 0.06% 312
2020
Q1 		$971K Sell
6,207
-1,014
-14% -$149K 0.08% 245
2019
Q4 		$1.02M Sell
7,221
-206
-3% -$30.3K 0.09% 243
2019
Q3 		$1.14M Buy
7,427
+3,013
+68% +$483K 0.11% 203
2019
Q2 		$716K Buy
4,414
+1,301
+42% +$190K 0.08% 264
2019
Q1 		$396K Sell
3,113
-738
-19% -$83.2K 0.05% 398
2018
Q4 		$345K Buy
3,851
+370
+11% +$33.8K 0.05% 398
2018
Q3 		$379K Sell
3,481
-199
-5% -$18K 0.05% 422
2018
Q2 		$284K Buy
3,680
+500
+16% +$38K 0.04% 492
2018
Q1 		$233K Buy
+3,180
New +$206K 0.03% 535

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's VEEV Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 938 shares — an estimated $279K sold.

B. Riley Wealth Advisors first reported a position in VEEV in Q1 2018 and held it in 29 quarters. The position peaked at $4.34M in Q4 2020. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 938 Veeva Systems shares in Q4 2025, an estimated $279K.
  • B. Riley Wealth Advisors first reported a position in Veeva Systems in Q1 2018 and held it in 29 quarters.
  • B. Riley Wealth Advisors's Veeva Systems position peaked at $4.34M in Q4 2020.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.