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Family Wealth Partners’s Veeva Systems VEEV Stock Holding History

Family Wealth Partners’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
-743
Closed -$221K – 100
2025
Q3 		$221K Buy
+743
New +$209K 0.08% 75

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Fidelity Investments
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Principal Financial Group
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State Street
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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
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Family Wealth Partners's VEEV Position: Q4 2025 in Review

Family Wealth Partners sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 743 shares — an estimated $221K sold.

Family Wealth Partners first reported a position in VEEV in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Family Wealth Partners reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Family Wealth Partners sold 743 Veeva Systems shares in Q4 2025, an estimated $221K.
  • Family Wealth Partners first reported a position in Veeva Systems in Q3 2025 and held it in 1 quarter.
  • Family Wealth Partners's Veeva Systems position peaked at $221K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Family Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.