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Laird Norton Wetherby Wealth Management’s Veeva Systems VEEV Stock Holding History

Laird Norton Wetherby 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 		$731K Sell
2,453
-42
-2% -$11.8K 0.03% 462
2025
Q2 		$719K Buy
+2,495
New +$619K 0.03% 457
2024
Q2 		– Sell
-985
Closed -$228K – 980
2024
Q1 		$228K Buy
+985
New +$213K 0.01% 838
2023
Q4 		– Sell
-1,077
Closed -$219K – 976
2023
Q3 		$219K Sell
1,077
-4
-0.4% -$806 0.01% 794
2023
Q2 		$214K Sell
1,081
-61
-5% -$11.1K 0.01% 826
2023
Q1 		$210K Buy
+1,142
New +$195K 0.01% 810
2022
Q3 		– Sell
-1,024
Closed -$203K – 943
2022
Q2 		$203K Buy
+1,024
New +$188K 0.01% 814
2022
Q1 		– Sell
-1,020
Closed -$261K – 975
2021
Q4 		$261K Sell
1,020
-124
-11% -$36K 0.01% 772
2021
Q3 		$330K Sell
1,144
-1
-0.1% -$317 0.02% 668
2021
Q2 		$356K Buy
1,145
+40
+4% +$11.2K 0.02% 653
2021
Q1 		$288K Sell
1,105
-147
-12% -$41K 0.02% 615
2020
Q4 		$341K Buy
1,252
+130
+12% +$36.4K 0.02% 609
2020
Q3 		$315K Buy
+1,122
New +$296K 0.03% 512

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 $3.37T AUM 44.26% 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

Laird Norton Wetherby Wealth Management's VEEV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Veeva Systems (VEEV) stake by 1.7% in Q3 2025, selling an estimated $11.8K and leaving 2,453 shares worth $731K. The position accounts for 0.03% of the portfolio, ranked #462.

Laird Norton Wetherby Wealth Management first reported a position in VEEV in Q3 2020 and has held it in 13 quarters since. 1,119 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 2,453 shares of Veeva Systems worth $731K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 42 Veeva Systems shares in Q3 2025, an estimated $11.8K.
  • Veeva Systems made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #462 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Veeva Systems in Q3 2020 and has held it in 13 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

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