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Prosperity Wealth Management’s Veeva Systems VEEV Stock Holding History

Prosperity Wealth Management’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
-2,580
Closed -$769K – 294
2025
Q3 		$769K Buy
2,580
+217
+9% +$61.1K 0.26% 91
2025
Q2 		$680K Buy
+2,363
New +$586K 0.25% 92
2024
Q4 		– Sell
-1,515
Closed -$318K – 249
2024
Q3 		$318K Buy
+1,515
New +$299K 0.13% 126
2023
Q4 		– Sell
-1,565
Closed -$318K – 192
2023
Q3 		$318K Buy
1,565
+390
+33% +$78.6K 0.21% 90
2023
Q2 		$232K Buy
+1,175
New +$214K 0.15% 113

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prosperity Wealth Management's VEEV Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 2,580 shares — an estimated $769K sold.

Prosperity Wealth Management first reported a position in VEEV in Q2 2023 and held it in 5 quarters. The position peaked at $769K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,580 Veeva Systems shares in Q4 2025, an estimated $769K.
  • Prosperity Wealth Management first reported a position in Veeva Systems in Q2 2023 and held it in 5 quarters.
  • Prosperity Wealth Management's Veeva Systems position peaked at $769K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.