IWM
VEEV icon

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 – 1231
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 – 1777
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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return