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Bard Financial Services’s Veeva Systems VEEV Stock Holding History

Bard Financial Services’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
Q3 		$551K Sell
1,850
-75
-4% -$21.1K 0.06% 142
2025
Q2 		$554K Hold
1,925
– – 0.07% 139
2025
Q1 		$446K Sell
1,925
-375
-16% -$85.7K 0.05% 154
2024
Q4 		$484K Buy
2,300
+150
+7% +$33K 0.06% 146
2024
Q3 		$451K Sell
2,150
-375
-15% -$74.1K 0.05% 155
2024
Q2 		$462K Buy
2,525
+25
+1% +$4.96K 0.05% 156
2024
Q1 		$579K Hold
2,500
– – 0.06% 147
2023
Q4 		$481K Hold
2,500
– – 0.05% 156
2023
Q3 		$509K Hold
2,500
– – 0.06% 144
2023
Q2 		$494K Buy
2,500
+75
+3% +$13.7K 0.04% 216
2023
Q1 		$446K Hold
2,425
– – 0.04% 219
2022
Q4 		$391K Hold
2,425
– – 0.03% 222
2022
Q3 		$400K Buy
2,425
+125
+5% +$25K 0.04% 212
2022
Q2 		$455K Buy
2,300
+100
+5% +$18.4K 0.04% 200
2022
Q1 		$467K Hold
2,200
– – 0.04% 198
2021
Q4 		$562K Hold
2,200
– – 0.05% 181
2021
Q3 		$634K Sell
2,200
-125
-5% -$39.7K 0.06% 168
2021
Q2 		$723K Hold
2,325
– – 0.06% 167
2021
Q1 		$607K Buy
2,325
+100
+4% +$27.9K 0.06% 165
2020
Q4 		$606K Buy
+2,225
New +$623K 0.06% 166

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
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Bard Financial Services's VEEV Position: Q3 2025 in Review

Bard Financial Services reduced its Veeva Systems (VEEV) stake by 3.9% in Q3 2025, selling an estimated $21.1K and leaving 1,850 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #142.

Bard Financial Services first reported a position in VEEV in Q4 2020 and has held it in 20 quarters since. The position peaked at $723K in Q2 2021. 1,119 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • Bard Financial Services held 1,850 shares of Veeva Systems worth $551K as of Q3 2025.
  • Bard Financial Services sold 75 Veeva Systems shares in Q3 2025, an estimated $21.1K.
  • Veeva Systems made up 0.06% of Bard Financial Services's portfolio in Q3 2025, its #142 holding.
  • Bard Financial Services first reported a position in Veeva Systems in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Veeva Systems position peaked at $723K in Q2 2021.
  • 1,119 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.