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Carolinas Wealth Consulting’s Veeva Systems VEEV Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-41
Closed -$9.5K – 908
2025
Q1 		$9.5K Hold
41
– – ﹤0.01% 535
2024
Q4 		$8.62K Hold
41
– – ﹤0.01% 566
2024
Q3 		$8.61K Hold
41
– – ﹤0.01% 583
2024
Q2 		$7.5K Sell
41
-40
-49% -$7.94K ﹤0.01% 602
2024
Q1 		$18.8K Buy
81
+40
+98% +$8.63K ﹤0.01% 489
2023
Q4 		$7.89K Hold
41
– – ﹤0.01% 569
2023
Q3 		$7.9K Hold
41
– – ﹤0.01% 547
2023
Q2 		$8.11K Sell
41
-492
-92% -$89.7K ﹤0.01% 621
2023
Q1 		$98K Buy
533
+48
+10% +$8.19K 0.02% 269
2022
Q4 		$78.3K Buy
485
+200
+70% +$34.2K 0.02% 296
2022
Q3 		$47K Sell
285
-21
-7% -$4.2K 0.01% 337
2022
Q2 		$61K Buy
306
+81
+36% +$14.9K 0.02% 306
2022
Q1 		$48K Buy
225
+31
+16% +$6.72K 0.01% 361
2021
Q4 		$49K Buy
194
+35
+22% +$10.2K 0.01% 371
2021
Q3 		$46K Sell
159
-27
-15% -$8.57K 0.01% 357
2021
Q2 		$58K Sell
186
-4
-2% -$1.11K 0.01% 344
2021
Q1 		$50K Buy
190
+34
+22% +$9.47K 0.01% 364
2020
Q4 		$42K Sell
156
-39
-20% -$10.9K 0.01% 367
2020
Q3 		$55K Buy
+195
New +$51.4K 0.02% 267

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 $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 $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 $1.56T 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 $315B AUM 27.84% 1-Year Est. Return

Carolinas Wealth Consulting's VEEV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 41 shares — an estimated $9.5K sold.

Carolinas Wealth Consulting first reported a position in VEEV in Q3 2020 and held it in 19 quarters. The position peaked at $98K in Q1 2023. 1,114 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 41 Veeva Systems shares in Q2 2025, an estimated $9.5K.
  • Carolinas Wealth Consulting first reported a position in Veeva Systems in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Veeva Systems position peaked at $98K in Q1 2023.
  • 1,114 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.