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Carolina Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Carolina 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
Q3 		– Sell
-16
Closed -$4.61K – 297
2025
Q2 		$4.61K Hold
16
– – ﹤0.01% 190
2025
Q1 		$3.71K Hold
16
– – ﹤0.01% 205
2024
Q4 		$3.36K Hold
16
– – ﹤0.01% 221
2024
Q3 		$3.36K Buy
+16
New +$3.16K ﹤0.01% 253

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
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Carolina Wealth Advisors's VEEV Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Veeva Systems (VEEV) in Q3 2025, closing a stake of 16 shares — an estimated $4.61K sold.

Carolina Wealth Advisors first reported a position in VEEV in Q3 2024 and held it in 4 quarters. The position peaked at $4.61K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Veeva Systems position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 16 Veeva Systems shares in Q3 2025, an estimated $4.61K.
  • Carolina Wealth Advisors first reported a position in Veeva Systems in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Veeva Systems position peaked at $4.61K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.