NWWA
VEEV icon

New Wave Wealth Advisors’s Veeva Systems VEEV Stock Holding History

New Wave Wealth Advisors’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
-854
Closed -$180K – 652
2024
Q4 		$180K Buy
+854
New +$188K 0.07% 144
2024
Q3 		– Sell
-1,262
Closed -$231K – 165
2024
Q2 		$231K Buy
+1,262
New +$250K 0.12% 123

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

New Wave Wealth Advisors's VEEV Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 854 shares — an estimated $180K sold.

New Wave Wealth Advisors first reported a position in VEEV in Q2 2024 and held it in 2 quarters. The position peaked at $231K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 854 Veeva Systems shares in Q1 2025, an estimated $180K.
  • New Wave Wealth Advisors first reported a position in Veeva Systems in Q2 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's Veeva Systems position peaked at $231K in Q2 2024.
  • 1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.