MC
VEEV icon

Montag & Caldwell’s Veeva Systems VEEV Stock Holding History

Montag & Caldwell’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 		$1.6M Hold
5,555
– – 0.35% 34
2025
Q1 		$1.29M Hold
5,555
– – 0.3% 40
2024
Q4 		$1.17M Sell
5,555
-10
-0.2% -$2.2K 0.25% 43
2024
Q3 		$1.17M Buy
5,565
+2,170
+64% +$429K 0.24% 46
2024
Q2 		$621K Buy
3,395
+110
+3% +$21.8K 0.13% 64
2024
Q1 		$761K Buy
3,285
+1,104
+51% +$238K 0.13% 57
2023
Q4 		$420K Sell
2,181
-2,937
-57% -$553K 0.07% 64
2023
Q3 		$1.04M Buy
5,118
+2,596
+103% +$523K 0.13% 40
2023
Q2 		$499K Buy
+2,522
New +$460K 0.06% 64

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

Montag & Caldwell's VEEV Position: Q2 2025 in Review

Montag & Caldwell held its Veeva Systems (VEEV) position steady in Q2 2025 at 5,555 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #34.

Montag & Caldwell first reported a position in VEEV in Q2 2023 and has held it in 9 quarters since. 1,114 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Montag & Caldwell held 5,555 shares of Veeva Systems worth $1.6M as of Q2 2025.
  • Montag & Caldwell left its Veeva Systems share count unchanged in Q2 2025.
  • Veeva Systems made up 0.35% of Montag & Caldwell's portfolio in Q2 2025, its #34 holding.
  • Montag & Caldwell first reported a position in Veeva Systems in Q2 2023 and has held it in 9 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.