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Ballentine Partners’s Veeva Systems VEEV Stock Holding History

Ballentine Partners’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
-917
Closed -$273K – 1090
2025
Q3 		$273K Sell
917
-14
-2% -$3.94K ﹤0.01% 765
2025
Q2 		$268K Buy
+931
New +$231K ﹤0.01% 735
2022
Q1 		– Sell
-3,506
Closed -$895K – 506
2021
Q4 		$895K Buy
+3,506
New +$1.02M 0.03% 190

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 $3.38T AUM 44.17% 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

Ballentine Partners's VEEV Position: Q4 2025 in Review

Ballentine Partners sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 917 shares — an estimated $273K sold.

Ballentine Partners first reported a position in VEEV in Q4 2021 and held it in 3 quarters. The position peaked at $895K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Ballentine Partners reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Ballentine Partners sold 917 Veeva Systems shares in Q4 2025, an estimated $273K.
  • Ballentine Partners first reported a position in Veeva Systems in Q4 2021 and held it in 3 quarters.
  • Ballentine Partners's Veeva Systems position peaked at $895K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.