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National Wealth Management Group’s Veeva Systems VEEV Stock Holding History

National Wealth Management Group’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
-2,739
Closed -$789K – 253
2025
Q2 		$789K Buy
2,739
+820
+43% +$203K 0.44% 47
2025
Q1 		$444K Buy
+1,919
New +$439K 0.29% 84
2022
Q3 		– Sell
-1,514
Closed -$300K – 156
2022
Q2 		$300K Buy
+1,514
New +$279K 0.38% 73

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

National Wealth Management Group's VEEV Position: Q3 2025 in Review

National Wealth Management Group sold out of Veeva Systems (VEEV) in Q3 2025, closing a stake of 2,739 shares — an estimated $789K sold.

National Wealth Management Group first reported a position in VEEV in Q2 2022 and held it in 3 quarters. The position peaked at $789K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • National Wealth Management Group reported no remaining Veeva Systems position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,739 Veeva Systems shares in Q3 2025, an estimated $789K.
  • National Wealth Management Group first reported a position in Veeva Systems in Q2 2022 and held it in 3 quarters.
  • National Wealth Management Group's Veeva Systems position peaked at $789K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.