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Modern Wealth Management’s Veeva Systems VEEV Stock Holding History

Modern 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
Q3 		– Sell
-1,202
Closed -$346K – 843
2025
Q2 		$346K Buy
+1,202
New +$298K 0.01% 571

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
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Modern Wealth Management's VEEV Position: Q3 2025 in Review

Modern Wealth Management sold out of Veeva Systems (VEEV) in Q3 2025, closing a stake of 1,202 shares — an estimated $346K sold.

Modern Wealth Management first reported a position in VEEV in Q2 2025 and held it in 1 quarter. The position peaked at $346K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • Modern Wealth Management reported no remaining Veeva Systems position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 1,202 Veeva Systems shares in Q3 2025, an estimated $346K.
  • Modern Wealth Management first reported a position in Veeva Systems in Q2 2025 and held it in 1 quarter.
  • Modern Wealth Management's Veeva Systems position peaked at $346K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.