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Morningstar Investment Services’s Veeva Systems VEEV Stock Holding History

Morningstar Investment Services’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
Q1 		$1.41M Sell
6,092
-9,014
-60% -$2.06M 0.26% 83
2024
Q4 		$3.18M Sell
15,106
-145,359
-91% -$32M 0.29% 83
2024
Q3 		$33.8M Sell
160,465
-2,094
-1% -$414K 0.35% 81
2024
Q2 		$30.1M Sell
162,559
-272
-0.2% -$54K 0.33% 85
2024
Q1 		$38M Sell
162,831
-208,445
-56% -$45M 0.42% 65
2023
Q4 		$72M Buy
371,276
+206,785
+126% +$39M 0.41% 71
2023
Q3 		$33.4M Sell
164,491
-9,413
-5% -$1.9M 0.43% 66
2023
Q2 		$34M Sell
173,904
-3,924
-2% -$716K 0.44% 68
2023
Q1 		$31.8M Buy
177,828
+174,915
+6,005% +$29.8M 0.43% 70
2022
Q4 		$482K Buy
+2,913
New +$498K 0.01% 182
2022
Q3 		– Sell
-1,110
Closed -$222K – 232
2022
Q2 		$222K Sell
1,110
-967
-47% -$178K ﹤0.01% 209
2022
Q1 		$445K Buy
2,077
+1,271
+158% +$276K ﹤0.01% 196
2021
Q4 		$206K Buy
+806
New +$234K ﹤0.01% 233

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morningstar Investment Services's VEEV Position: Q1 2025 in Review

Morningstar Investment Services reduced its Veeva Systems (VEEV) stake by 60% in Q1 2025, selling an estimated $2.06M and leaving 6,092 shares worth $1.41M. The position accounts for 0.26% of the portfolio, ranked #83.

Morningstar Investment Services first reported a position in VEEV in Q4 2021 and has held it in 13 quarters since. The position peaked at $72M in Q4 2023. 1,026 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • Morningstar Investment Services held 6,092 shares of Veeva Systems worth $1.41M as of Q1 2025.
  • Morningstar Investment Services sold 9,014 Veeva Systems shares in Q1 2025, an estimated $2.06M.
  • Veeva Systems made up 0.26% of Morningstar Investment Services's portfolio in Q1 2025, its #83 holding.
  • Morningstar Investment Services first reported a position in Veeva Systems in Q4 2021 and has held it in 13 quarters since.
  • Morningstar Investment Services's Veeva Systems position peaked at $72M in Q4 2023.
  • 1,026 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.