NewSquare Capital’s Veeva Systems VEEV Stock Holding History

NewSquare Capital’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	–	Sell	-6	Closed	-$1.39K	–	1382
2025 Q1	$1.39K	Buy	+6	New	+$1.37K	﹤0.01%	889
2023 Q3	–	Sell	-18	Closed	-$3.56K	–	901
2023 Q2	$3.56K	Hold	18	–	–	﹤0.01%	457
2023 Q1	$3.31K	Hold	18	–	–	﹤0.01%	502
2022 Q4	$2.9K	Buy	+18	New	+$3.08K	﹤0.01%	435
2021 Q1	–	Sell	-8,230	Closed	-$2.24M	–	370
2020 Q4	$2.24M	Buy	+8,230	New	+$2.31M	0.31%	94
2019 Q3	–	Sell	-113	Closed	-$18K	–	358
2019 Q2	$18K	Hold	113	–	–	﹤0.01%	221
2019 Q1	$14K	Hold	113	–	–	﹤0.01%	220
2018 Q4	$10K	Hold	113	–	–	﹤0.01%	228
2018 Q3	$12K	Buy	+113	New	+$10.2K	﹤0.01%	236

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NewSquare Capital's VEEV Position: Q2 2025 in Review

NewSquare Capital sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 6 shares — an estimated $1.39K sold.

NewSquare Capital first reported a position in VEEV in Q3 2018 and held it in 9 quarters. The position peaked at $2.24M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

NewSquare Capital reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 6 Veeva Systems shares in Q2 2025, an estimated $1.39K.
NewSquare Capital first reported a position in Veeva Systems in Q3 2018 and held it in 9 quarters.
NewSquare Capital's Veeva Systems position peaked at $2.24M in Q4 2020.
1,115 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.