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Centricity Wealth Management’s Veeva Systems VEEV Stock Holding History

Centricity 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 		$34.6K Hold
120
– – 0.03% 209
2025
Q1 		$27.8K Hold
120
– – 0.03% 219
2024
Q4 		$25.2K Buy
+120
New +$26.4K 0.02% 227

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Centricity Wealth Management's VEEV Position: Q2 2025 in Review

Centricity Wealth Management held its Veeva Systems (VEEV) position steady in Q2 2025 at 120 shares worth $34.6K. The position accounts for 0.03% of the portfolio, ranked #209.

Centricity Wealth Management first reported a position in VEEV in Q4 2024 and has held it in 3 quarters since. 1,114 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Centricity Wealth Management held 120 shares of Veeva Systems worth $34.6K as of Q2 2025.
  • Centricity Wealth Management left its Veeva Systems share count unchanged in Q2 2025.
  • Veeva Systems made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #209 holding.
  • Centricity Wealth Management first reported a position in Veeva Systems in Q4 2024 and has held it in 3 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.