MWP
VEEV icon

Meriwether Wealth & Planning’s Veeva Systems VEEV Stock Holding History

Meriwether Wealth & Planning’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
-767
Closed -$228K – 133
2025
Q3 		$228K Buy
+767
New +$216K 0.13% 114

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 $3.37T AUM 44.26% 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

Meriwether Wealth & Planning's VEEV Position: Q4 2025 in Review

Meriwether Wealth & Planning sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 767 shares — an estimated $228K sold.

Meriwether Wealth & Planning first reported a position in VEEV in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Meriwether Wealth & Planning reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 767 Veeva Systems shares in Q4 2025, an estimated $228K.
  • Meriwether Wealth & Planning first reported a position in Veeva Systems in Q3 2025 and held it in 1 quarter.
  • Meriwether Wealth & Planning's Veeva Systems position peaked at $228K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q4 2025, filed 14 Jan 2026.