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Global Financial Private Client’s Veeva Systems VEEV Stock Holding History

Global Financial Private Client’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
-52
Closed -$12K – 1541
2025
Q1 		$12K Buy
52
+8
+18% +$1.83K ﹤0.01% 542
2024
Q4 		$9.25K Buy
44
+3
+7% +$660 ﹤0.01% 560
2024
Q3 		$8.61K Hold
41
– – ﹤0.01% 579
2024
Q2 		$7.5K Sell
41
-405
-91% -$80.4K ﹤0.01% 472
2024
Q1 		$103K Sell
446
-34
-7% -$7.34K 0.04% 233
2023
Q4 		$92.4K Buy
480
+244
+103% +$46K 0.04% 240
2023
Q3 		$47.5K Buy
+236
New +$47.6K 0.02% 290

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

Global Financial Private Client's VEEV Position: Q2 2025 in Review

Global Financial Private Client sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 52 shares — an estimated $12K sold.

Global Financial Private Client first reported a position in VEEV in Q3 2023 and held it in 7 quarters. The position peaked at $103K in Q1 2024. 1,113 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Global Financial Private Client reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 52 Veeva Systems shares in Q2 2025, an estimated $12K.
  • Global Financial Private Client first reported a position in Veeva Systems in Q3 2023 and held it in 7 quarters.
  • Global Financial Private Client's Veeva Systems position peaked at $103K in Q1 2024.
  • 1,113 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.