Ossiam’s Veeva Systems VEEV Stock Holding History

Ossiam’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 Q4	–	Sell	-4,072	Closed	-$1.21M	–	699
2025 Q3	$1.21M	Sell	4,072 -4,102	-50%	-$1.15M	0.02%	425
2025 Q2	$2.35M	Buy	8,174 +7,339	+879%	+$1.82M	0.03%	254
2025 Q1	$193K	Sell	835 -1,132	-58%	-$259K	﹤0.01%	507
2024 Q4	$414K	Sell	1,967 -2,280	-54%	-$501K	0.01%	479
2024 Q3	$891K	Buy	4,247 +1,151	+37%	+$228K	0.02%	365
2024 Q2	$567K	Buy	3,096 +583	+23%	+$116K	0.01%	444
2024 Q1	$582K	Buy	2,513 +868	+53%	+$187K	0.01%	474
2023 Q4	$317K	Hold	1,645	–	–	0.01%	552
2023 Q3	$335K	Sell	1,645 -247	-13%	-$49.8K	0.01%	537
2023 Q2	$374K	Buy	1,892 +911	+93%	+$166K	0.01%	484
2023 Q1	$180K	Buy	981 +5	+0.5%	+$853	﹤0.01%	496
2022 Q4	$158K	Hold	976	–	–	﹤0.01%	505
2022 Q3	$161K	Buy	+976	New	+$195K	﹤0.01%	474
2020 Q2	–	Sell	-4,936	Closed	-$772K	–	489
2020 Q1	$772K	Buy	+4,936	New	+$724K	0.05%	192

Other funds holding VEEV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

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

Fidelity Investments

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

Principal Financial Group

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

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

T. Rowe Price Investment Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return