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Marshall & Sterling Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-25
Closed -$7.45K – 616
2025
Q3 		$7.45K Hold
25
– – ﹤0.01% 421
2025
Q2 		$7.2K Hold
25
– – ﹤0.01% 406
2025
Q1 		$5.79K Buy
+25
New +$5.71K ﹤0.01% 439

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VEEV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 25 shares — an estimated $7.45K sold.

Marshall & Sterling Wealth Advisors first reported a position in VEEV in Q1 2025 and held it in 3 quarters. The position peaked at $7.45K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 25 Veeva Systems shares in Q4 2025, an estimated $7.45K.
  • Marshall & Sterling Wealth Advisors first reported a position in Veeva Systems in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Veeva Systems position peaked at $7.45K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.