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LifePlan Financial’s Veeva Systems VEEV Stock Holding History

LifePlan Financial’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
Q1 		– Sell
-1,731
Closed -$364K – 94
2024
Q4 		$364K Sell
1,731
-5
-0.3% -$1.1K 0.32% 74
2024
Q3 		$364K Sell
1,736
-98
-5% -$19.4K 0.31% 78
2024
Q2 		$336K Sell
1,834
-59
-3% -$11.7K 0.31% 77
2024
Q1 		$439K Buy
1,893
+660
+54% +$142K 0.4% 71
2023
Q4 		$237K Buy
+1,233
New +$232K 0.24% 83

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LifePlan Financial's VEEV Position: Q1 2025 in Review

LifePlan Financial sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 1,731 shares — an estimated $364K sold.

LifePlan Financial first reported a position in VEEV in Q4 2023 and held it in 5 quarters. The position peaked at $439K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • LifePlan Financial reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
  • LifePlan Financial sold 1,731 Veeva Systems shares in Q1 2025, an estimated $364K.
  • LifePlan Financial first reported a position in Veeva Systems in Q4 2023 and held it in 5 quarters.
  • LifePlan Financial's Veeva Systems position peaked at $439K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on LifePlan Financial's 13F filing for Q1 2025, filed 25 Apr 2025.