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Net Worth Advisory Group’s Veeva Systems VEEV Stock Holding History

Net Worth Advisory 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
Q1 		– Sell
-2,426
Closed -$510K – 418
2024
Q4 		$510K Sell
2,426
-50
-2% -$11K 0.15% 170
2024
Q3 		$520K Buy
+2,476
New +$489K 0.15% 173

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 $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Net Worth Advisory Group's VEEV Position: Q1 2025 in Review

Net Worth Advisory Group sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 2,426 shares — an estimated $510K sold.

Net Worth Advisory Group first reported a position in VEEV in Q3 2024 and held it in 2 quarters. The position peaked at $520K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • Net Worth Advisory Group reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,426 Veeva Systems shares in Q1 2025, an estimated $510K.
  • Net Worth Advisory Group first reported a position in Veeva Systems in Q3 2024 and held it in 2 quarters.
  • Net Worth Advisory Group's Veeva Systems position peaked at $520K in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Net Worth Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.