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Glass Jacobson Investment Advisors’s Veeva Systems VEEV Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-200
Closed -$42K – 848
2025
Q1 		$42K Hold
200
– – 0.01% 401
2024
Q4 		$42K Hold
200
– – 0.01% 401
2024
Q3 		$42K Hold
200
– – 0.01% 384
2024
Q2 		$36.6K Hold
200
– – 0.01% 389
2024
Q1 		$46.3K Hold
200
– – 0.02% 361
2023
Q4 		$38.5K Sell
200
-8
-4% -$1.51K 0.02% 357
2023
Q3 		$42.3K Hold
208
– – 0.02% 337
2023
Q2 		$41.1K Buy
+208
New +$37.9K 0.02% 346
2022
Q4 		$32.9K Buy
+204
New +$34.9K 0.02% 377

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Glass Jacobson Investment Advisors's VEEV Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 200 shares — an estimated $42K sold.

Glass Jacobson Investment Advisors first reported a position in VEEV in Q4 2022 and held it in 9 quarters. The position peaked at $46.3K in Q1 2024. 1,114 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 200 Veeva Systems shares in Q2 2025, an estimated $42K.
  • Glass Jacobson Investment Advisors first reported a position in Veeva Systems in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Veeva Systems position peaked at $46.3K in Q1 2024.
  • 1,114 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.