EP Wealth Advisors’s Veeva Systems VEEV Stock Holding History

EP 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
2026 Q1	$867K	Buy	4,936 +715	+17%	+$140K	﹤0.01%	682
2025 Q4	$942K	Buy	+4,221	New	+$1.12M	﹤0.01%	640
2025 Q2	$1.07M	Buy	3,707 +1,442	+64%	+$358K	0.01%	547
2025 Q1	$525K	Sell	2,265 -285	-11%	-$65.1K	﹤0.01%	689
2024 Q4	$536K	Sell	2,550 -1,208	-32%	-$266K	﹤0.01%	673
2024 Q3	$789K	Buy	+3,758	New	+$743K	0.01%	558
2024 Q2	–	Sell	-937	Closed	-$217K	–	890
2024 Q1	$217K	Sell	937 -114	-11%	-$24.6K	﹤0.01%	714
2023 Q4	$202K	Buy	+1,051	New	+$198K	﹤0.01%	713
2022 Q3	–	Sell	-9,899	Closed	-$1.96M	–	634
2022 Q2	$1.96M	Sell	9,899 -184	-2%	-$33.9K	0.04%	198
2022 Q1	$2.14M	Buy	+10,083	New	+$2.19M	0.05%	196
2021 Q4	–	Sell	-716	Closed	-$206K	–	570
2021 Q3	$206K	Sell	716 -173	-19%	-$54.9K	0.01%	506
2021 Q2	$276K	Buy	+889	New	+$248K	0.01%	457

Other funds holding VEEV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return