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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 $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return