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Invictus Private Wealth’s Veeva Systems VEEV Stock Holding History

Invictus Private Wealth’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
-706
Closed -$210K – 83
2025
Q3 		$210K Hold
706
– – 0.01% 77
2025
Q2 		$203K Buy
+706
New +$175K 0.01% 82
2024
Q4 		– Sell
-1,017
Closed -$213K – 85
2024
Q3 		$213K Sell
1,017
-82
-7% -$16.2K 0.02% 82
2024
Q2 		$201K Sell
1,099
-91
-8% -$18.1K 0.02% 85
2024
Q1 		$276K Sell
1,190
-110
-8% -$23.7K 0.02% 80
2023
Q4 		$250K Sell
1,300
-40
-3% -$7.54K 0.02% 84
2023
Q3 		$273K Hold
1,340
– – 0.03% 78
2023
Q2 		$265K Hold
1,340
– – 0.03% 83
2023
Q1 		$246K Hold
1,340
– – 0.03% 82
2022
Q4 		$216K Buy
+1,340
New +$229K 0.03% 88

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

Invictus Private Wealth's VEEV Position: Q4 2025 in Review

Invictus Private Wealth sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 706 shares — an estimated $210K sold.

Invictus Private Wealth first reported a position in VEEV in Q4 2022 and held it in 10 quarters. The position peaked at $276K in Q1 2024. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Invictus Private Wealth reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Invictus Private Wealth sold 706 Veeva Systems shares in Q4 2025, an estimated $210K.
  • Invictus Private Wealth first reported a position in Veeva Systems in Q4 2022 and held it in 10 quarters.
  • Invictus Private Wealth's Veeva Systems position peaked at $276K in Q1 2024.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Invictus Private Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.