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IHT Wealth Management’s Veeva Systems VEEV Stock Holding History

IHT Wealth Management’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
Q3 		– Sell
-698
Closed -$201K – 1230
2025
Q2 		$201K Buy
+698
New +$173K 0.01% 1094
2024
Q4 		– Sell
-1,096
Closed -$229K – 1216
2024
Q3 		$229K Buy
+1,096
New +$217K 0.01% 1033
2021
Q3 		– Sell
-1,287
Closed -$400K – 975
2021
Q2 		$400K Sell
1,287
-64
-5% -$17.8K 0.03% 611
2021
Q1 		$353K Buy
+1,351
New +$376K 0.03% 573
2017
Q4 		– Sell
-20
Closed -$1K – 1772
2017
Q3 		$1K Buy
+20
New +$1.21K ﹤0.01% 1367

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

IHT Wealth Management's VEEV Position: Q3 2025 in Review

IHT Wealth Management sold out of Veeva Systems (VEEV) in Q3 2025, closing a stake of 698 shares — an estimated $201K sold.

IHT Wealth Management first reported a position in VEEV in Q3 2017 and held it in 5 quarters. The position peaked at $400K in Q2 2021. 1,119 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • IHT Wealth Management reported no remaining Veeva Systems position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 698 Veeva Systems shares in Q3 2025, an estimated $201K.
  • IHT Wealth Management first reported a position in Veeva Systems in Q3 2017 and held it in 5 quarters.
  • IHT Wealth Management's Veeva Systems position peaked at $400K in Q2 2021.
  • 1,119 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.