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Dynamic Advisor Solutions’s Veeva Systems VEEV Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-727
Closed -$217K – 998
2025
Q3 		$217K Buy
727
+18
+3% +$5.07K 0.01% 876
2025
Q2 		$204K Buy
+709
New +$176K 0.01% 855
2020
Q4 		– Sell
-745
Closed -$209K – 725
2020
Q3 		$209K Buy
+745
New +$196K 0.02% 517
2019
Q1 		– Sell
-6,025
Closed -$658K – 454
2018
Q4 		$658K Sell
6,025
-372
-6% -$34K 0.14% 166
2018
Q3 		$696K Sell
6,397
-299
-4% -$27.1K 0.14% 176
2018
Q2 		$515K Sell
6,696
-1,639
-20% -$125K 0.12% 206
2018
Q1 		$609K Buy
8,335
+1,114
+15% +$72K 0.16% 166
2017
Q4 		$399K Buy
+7,221
New +$425K 0.13% 175

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dynamic Advisor Solutions's VEEV Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 727 shares — an estimated $217K sold.

Dynamic Advisor Solutions first reported a position in VEEV in Q4 2017 and held it in 8 quarters. The position peaked at $696K in Q3 2018. 1,104 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 727 Veeva Systems shares in Q4 2025, an estimated $217K.
  • Dynamic Advisor Solutions first reported a position in Veeva Systems in Q4 2017 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Veeva Systems position peaked at $696K in Q3 2018.
  • 1,104 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.