CWM
VEEV icon

Congress Wealth Management’s Veeva Systems VEEV Stock Holding History

Congress 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 		$611K Buy
+2,122
New +$526K 0.01% 860
2024
Q2 		– Sell
-1,776
Closed -$411K – 743
2024
Q1 		$411K Sell
1,776
-3
-0.2% -$647 0.01% 470
2023
Q4 		$343K Sell
1,779
-44,357
-96% -$8.36M 0.01% 510
2023
Q3 		$9.39M Buy
46,136
+1,780
+4% +$359K 0.19% 148
2023
Q2 		$8.77M Buy
44,356
+1,660
+4% +$303K 0.2% 142
2023
Q1 		$7.85M Buy
42,696
+15,133
+55% +$2.58M 0.19% 147
2022
Q4 		$4.45M Sell
27,563
-4,647
-14% -$794K 0.11% 190
2022
Q3 		$5.31M Buy
32,210
+30,174
+1,482% +$6.03M 0.14% 177
2022
Q2 		$404K Buy
2,036
+29
+1% +$5.34K 0.01% 435
2022
Q1 		$427K Sell
2,007
-39
-2% -$8.46K 0.01% 459
2021
Q4 		$523K Buy
+2,046
New +$595K 0.01% 458

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management opened a new position in Veeva Systems (VEEV) in Q2 2025: 2,122 shares worth $611K. The stake represents 0.01% of the portfolio and ranks #860 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in VEEV as recently as Q1 2024.

Congress Wealth Management first reported a position in VEEV in Q4 2021 and has held it in 11 quarters since. The position peaked at $9.39M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Congress Wealth Management held 2,122 shares of Veeva Systems worth $611K as of Q2 2025.
  • Veeva Systems was a new Congress Wealth Management position in Q2 2025.
  • Veeva Systems made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #860 holding.
  • Congress Wealth Management first reported a position in Veeva Systems in Q4 2021 and has held it in 11 quarters since.
  • Congress Wealth Management's Veeva Systems position peaked at $9.39M in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.