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JFG Wealth Management’s Veeva Systems VEEV Stock Holding History

JFG 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
Q2 		– Sell
-2,366
Closed -$548K – 82
2025
Q1 		$548K Buy
2,366
+334
+16% +$76.3K 0.12% 47
2024
Q4 		$427K Buy
+2,032
New +$447K 0.1% 62

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JFG Wealth Management's VEEV Position: Q2 2025 in Review

JFG Wealth Management sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 2,366 shares — an estimated $548K sold.

JFG Wealth Management first reported a position in VEEV in Q4 2024 and held it in 2 quarters. The position peaked at $548K in Q1 2025. 1,113 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • JFG Wealth Management reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
  • JFG Wealth Management sold 2,366 Veeva Systems shares in Q2 2025, an estimated $548K.
  • JFG Wealth Management first reported a position in Veeva Systems in Q4 2024 and held it in 2 quarters.
  • JFG Wealth Management's Veeva Systems position peaked at $548K in Q1 2025.
  • 1,113 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.