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McDaniel Terry & Co’s Veeva Systems VEEV Stock Holding History

McDaniel Terry & Co’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
-956
Closed -$221K – 99
2025
Q1 		$221K Hold
956
– – 0.02% 95
2024
Q4 		$201K Hold
956
– – 0.02% 99
2024
Q3 		$201K Buy
+956
New +$189K 0.02% 97

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

McDaniel Terry & Co's VEEV Position: Q2 2025 in Review

McDaniel Terry & Co sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 956 shares — an estimated $221K sold.

McDaniel Terry & Co first reported a position in VEEV in Q3 2024 and held it in 3 quarters. The position peaked at $221K in Q1 2025. 1,113 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • McDaniel Terry & Co reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
  • McDaniel Terry & Co sold 956 Veeva Systems shares in Q2 2025, an estimated $221K.
  • McDaniel Terry & Co first reported a position in Veeva Systems in Q3 2024 and held it in 3 quarters.
  • McDaniel Terry & Co's Veeva Systems position peaked at $221K in Q1 2025.
  • 1,113 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on McDaniel Terry & Co's 13F filing for Q2 2025, filed 31 Jul 2025.