Mascoma Wealth Management’s Veeva Systems VEEV Stock Holding History

Mascoma 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 Q4	–	Sell	-5	Closed	-$1.49K	–	519
2025 Q3	$1.49K	Buy	+5	New	+$1.41K	﹤0.01%	430
2021 Q2	–	Sell	-1,600	Closed	-$418K	–	414
2021 Q1	$418K	Hold	1,600	–	–	0.18%	70
2020 Q4	$436K	Buy	+1,600	New	+$448K	0.22%	58
2019 Q3	$244K	Buy	1,600 +100	+7%	+$16K	0.15%	67
2019 Q2	$243K	Hold	1,500	–	–	0.15%	68
2019 Q1	$190K	Hold	1,500	–	–	0.13%	71
2018 Q4	$134K	Hold	1,500	–	–	0.1%	85
2018 Q3	$163K	Hold	1,500	–	–	0.11%	89
2018 Q2	$115K	Hold	1,500	–	–	0.08%	101
2018 Q1	$110K	Hold	1,500	–	–	0.07%	105
2017 Q4	$90K	Hold	1,500	–	–	0.06%	118
2017 Q3	$85K	Hold	1,500	–	–	0.06%	123
2017 Q2	$92K	Hold	1,500	–	–	0.06%	119
2017 Q1	$77K	Hold	1,500	–	–	0.06%	122
2016 Q4	$61K	Buy	+1,500	New	+$61.3K	0.04%	131

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mascoma Wealth Management's VEEV Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 5 shares — an estimated $1.49K sold.

Mascoma Wealth Management first reported a position in VEEV in Q4 2016 and held it in 15 quarters. The position peaked at $436K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

Mascoma Wealth Management reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
Mascoma Wealth Management sold 5 Veeva Systems shares in Q4 2025, an estimated $1.49K.
Mascoma Wealth Management first reported a position in Veeva Systems in Q4 2016 and held it in 15 quarters.
Mascoma Wealth Management's Veeva Systems position peaked at $436K in Q4 2020.
1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.