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Quotient Wealth Partners’s Veeva Systems VEEV Stock Holding History

Quotient Wealth Partners’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
-836
Closed -$249K – 386
2025
Q3 		$249K Buy
+836
New +$235K 0.01% 309

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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 $3.38T AUM 44.17% 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

Quotient Wealth Partners's VEEV Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 836 shares — an estimated $249K sold.

Quotient Wealth Partners first reported a position in VEEV in Q3 2025 and held it in 1 quarter. The position peaked at $249K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 836 Veeva Systems shares in Q4 2025, an estimated $249K.
  • Quotient Wealth Partners first reported a position in Veeva Systems in Q3 2025 and held it in 1 quarter.
  • Quotient Wealth Partners's Veeva Systems position peaked at $249K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.