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Shepherd Financial Partners’s Veeva Systems VEEV Stock Holding History

Shepherd Financial 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
-762
Closed -$227K – 254
2025
Q3 		$227K Sell
762
-280
-27% -$78.8K 0.02% 227
2025
Q2 		$300K Buy
+1,042
New +$258K 0.03% 198
2025
Q1 		– Sell
-3,868
Closed -$813K – 238
2024
Q4 		$813K Buy
3,868
+116
+3% +$25.5K 0.1% 110
2024
Q3 		$787K Buy
3,752
+62
+2% +$12.3K 0.09% 114
2024
Q2 		$675K Buy
3,690
+25
+0.7% +$4.96K 0.09% 123
2024
Q1 		$849K Sell
3,665
-15
-0.4% -$3.24K 0.11% 111
2023
Q4 		$708K Sell
3,680
-5
-0.1% -$942 0.1% 117
2023
Q3 		$750K Sell
3,685
-48
-1% -$9.67K 0.12% 104
2023
Q2 		$738K Hold
3,733
– – 0.11% 106
2023
Q1 		$686K Sell
3,733
-65
-2% -$11.1K 0.11% 105
2022
Q4 		$613K Sell
3,798
-1
-0% -$171 0.11% 108
2022
Q3 		$626K Sell
3,799
-29
-0.8% -$5.79K 0.12% 101
2022
Q2 		$758K Sell
3,828
-45
-1% -$8.28K 0.15% 91
2022
Q1 		$820K Sell
3,873
-2,619
-40% -$568K 0.15% 97
2021
Q4 		$1.66M Buy
6,492
+176
+3% +$51.2K 0.29% 66
2021
Q3 		$1.82M Buy
6,316
+3
+0% +$952 0.35% 58
2021
Q2 		$1.96M Buy
6,313
+12
+0.2% +$3.35K 0.37% 54
2021
Q1 		$1.65M Buy
6,301
+129
+2% +$35.9K 0.36% 61
2020
Q4 		$1.68M Buy
6,172
+47
+0.8% +$13.2K 0.38% 62
2020
Q3 		$1.72M Buy
6,125
+91
+2% +$24K 0.41% 50
2020
Q2 		$1.41M Buy
6,034
+45
+0.8% +$8.92K 0.38% 48
2020
Q1 		$938K Buy
5,989
+2,896
+94% +$425K 0.32% 50
2019
Q4 		$434K Buy
3,093
+198
+7% +$29.1K 0.1% 96
2019
Q3 		$442K Hold
2,895
– – 0.11% 91
2019
Q2 		$469K Buy
2,895
+23
+0.8% +$3.35K 0.09% 94
2019
Q1 		$364K Buy
2,872
+119
+4% +$13.4K 0.07% 99
2018
Q4 		$246K Buy
+2,753
New +$252K 0.05% 115

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

Shepherd Financial Partners's VEEV Position: Q4 2025 in Review

Shepherd Financial Partners sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 762 shares — an estimated $227K sold.

Shepherd Financial Partners first reported a position in VEEV in Q4 2018 and held it in 27 quarters. The position peaked at $1.96M in Q2 2021. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Shepherd Financial Partners reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 762 Veeva Systems shares in Q4 2025, an estimated $227K.
  • Shepherd Financial Partners first reported a position in Veeva Systems in Q4 2018 and held it in 27 quarters.
  • Shepherd Financial Partners's Veeva Systems position peaked at $1.96M in Q2 2021.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Shepherd Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.