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Heartwood Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-9
Closed -$2.68K – 574
2025
Q3 		$2.68K Buy
+9
New +$2.53K ﹤0.01% 468

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's VEEV Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 9 shares — an estimated $2.68K sold.

Heartwood Wealth Advisors first reported a position in VEEV in Q3 2025 and held it in 1 quarter. The position peaked at $2.68K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9 Veeva Systems shares in Q4 2025, an estimated $2.68K.
  • Heartwood Wealth Advisors first reported a position in Veeva Systems in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Veeva Systems position peaked at $2.68K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.