Orion Portfolio Solutions’s Veeva Systems VEEV Stock Holding History

Orion Portfolio Solutions’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	$1.77M	Sell	7,651 -36,502	-83%	-$8.34M	0.02%	773
2024 Q4	$19.6M	Buy	44,153 +35,958	+439%	+$7.91M	0.2%	104
2024 Q3	$1.72M	Buy	8,195 +527	+7%	+$104K	0.02%	765
2024 Q2	$1.4M	Buy	7,668 +54	+0.7%	+$10.7K	0.01%	813
2024 Q1	$1.76M	Buy	7,614 +560	+8%	+$121K	0.02%	719
2023 Q4	$1.34M	Buy	7,054 +1,771	+34%	+$334K	0.02%	814
2023 Q3	$1.07M	Sell	5,283 -13	-0.2%	-$2.62K	0.01%	899
2023 Q2	$1.05M	Buy	5,296 +2,717	+105%	+$496K	0.01%	935
2023 Q1	$474K	Buy	+2,579	New	+$440K	0.01%	1159
2020 Q3	–	Sell	-275	Closed	-$64K	–	1980
2020 Q2	$64K	Buy	275 +26	+10%	+$5.16K	﹤0.01%	653
2020 Q1	$39K	Buy	249 +24	+11%	+$3.52K	﹤0.01%	652
2019 Q4	$32K	Buy	+225	New	+$33.1K	﹤0.01%	660

Other funds holding VEEV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Orion Portfolio Solutions's VEEV Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Veeva Systems (VEEV) stake by 83% in Q1 2025, selling an estimated $8.34M and leaving 7,651 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #773.

Orion Portfolio Solutions first reported a position in VEEV in Q4 2019 and has held it in 12 quarters since. The position peaked at $19.6M in Q4 2024. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

Orion Portfolio Solutions held 7,651 shares of Veeva Systems worth $1.77M as of Q1 2025.
Orion Portfolio Solutions sold 36,502 Veeva Systems shares in Q1 2025, an estimated $8.34M.
Veeva Systems made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #773 holding.
Orion Portfolio Solutions first reported a position in Veeva Systems in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Veeva Systems position peaked at $19.6M in Q4 2024.
1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.