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Capital A Wealth Management’s Veeva Systems VEEV Stock Holding History

Capital A 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
Q2 		$2.5K Sell
13
-1,036
-99% -$257K 0.03% 299
2025
Q1 		$243K Sell
1,049
-161
-13% -$36.8K 0.25% 54
2024
Q4 		$254K Buy
+1,210
New +$266K 0.42% 58

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
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
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

Capital A Wealth Management's VEEV Position: Q2 2025 in Review

Capital A Wealth Management reduced its Veeva Systems (VEEV) stake by 99% in Q2 2025, selling an estimated $257K and leaving 13 shares worth $2.5K. The position accounts for 0.03% of the portfolio, ranked #299.

Capital A Wealth Management first reported a position in VEEV in Q4 2024 and has held it in 3 quarters since. The position peaked at $254K in Q4 2024. 1,113 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Capital A Wealth Management held 13 shares of Veeva Systems worth $2.5K as of Q2 2025.
  • Capital A Wealth Management sold 1,036 Veeva Systems shares in Q2 2025, an estimated $257K.
  • Veeva Systems made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #299 holding.
  • Capital A Wealth Management first reported a position in Veeva Systems in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Veeva Systems position peaked at $254K in Q4 2024.
  • 1,113 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.