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Rational Advisors’s Veeva Systems VEEV Stock Holding History

Rational Advisors’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
Q3 		– Sell
-12,500
Closed -$3.6M – 210
2025
Q2 		$3.6M Buy
+12,500
New +$3.1M 0.36% 54
2021
Q4 		– Sell
-1,595
Closed -$460K – 208
2021
Q3 		$460K Sell
1,595
-55
-3% -$17.5K 0.04% 122
2021
Q2 		$513K Sell
1,650
-240
-13% -$66.9K 0.06% 114
2021
Q1 		$494K Sell
1,890
-120
-6% -$33.4K 0.09% 122
2020
Q4 		$547K Sell
2,010
-952
-32% -$267K 0.15% 125
2020
Q3 		$833K Sell
2,962
-1,973
-40% -$520K 0.36% 101
2020
Q2 		$1.16M Buy
+4,935
New +$979K 0.6% 55
2019
Q3 		– Sell
-4,128
Closed -$669K – 600
2019
Q2 		$669K Buy
+4,128
New +$602K 0.24% 139
2019
Q1 		– Sell
-12,500
Closed -$1.12M – 571
2018
Q4 		$1.12M Sell
12,500
-5,600
-31% -$512K 0.35% 69
2018
Q3 		$1.97M Sell
18,100
-300
-2% -$27.2K 0.47% 57
2018
Q2 		$1.41M Buy
+18,400
New +$1.4M 0.66% 56

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return