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Legacy Advisors’s Veeva Systems VEEV Stock Holding History

Legacy Advisors’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
-3,802
Closed -$881K – 386
2025
Q1 		$881K Sell
3,802
-33
-0.9% -$7.54K 0.09% 181
2024
Q4 		$806K Buy
3,835
+222
+6% +$48.8K 0.08% 190
2024
Q3 		$758K Sell
3,613
-75
-2% -$14.8K 0.08% 191
2024
Q2 		$675K Buy
3,688
+108
+3% +$21.4K 0.08% 179
2024
Q1 		$829K Buy
3,580
+34
+1% +$7.34K 0.1% 157
2023
Q4 		$683K Buy
3,546
+3
+0.1% +$565 0.09% 169
2023
Q3 		$721K Buy
3,543
+170
+5% +$34.3K 0.12% 148
2023
Q2 		$667K Buy
3,373
+218
+7% +$39.8K 0.1% 147
2023
Q1 		$580K Buy
3,155
+276
+10% +$47.1K 0.11% 137
2022
Q4 		$465K Buy
2,879
+955
+50% +$163K 0.09% 153
2022
Q3 		$317K Buy
1,924
+470
+32% +$93.9K 0.07% 169
2022
Q2 		$288K Buy
+1,454
New +$268K 0.06% 173

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

Legacy Advisors's VEEV Position: Q2 2025 in Review

Legacy Advisors sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 3,802 shares — an estimated $881K sold.

Legacy Advisors first reported a position in VEEV in Q2 2022 and held it in 12 quarters. The position peaked at $881K in Q1 2025. 1,113 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Legacy Advisors reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 3,802 Veeva Systems shares in Q2 2025, an estimated $881K.
  • Legacy Advisors first reported a position in Veeva Systems in Q2 2022 and held it in 12 quarters.
  • Legacy Advisors's Veeva Systems position peaked at $881K in Q1 2025.
  • 1,113 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.