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Sierra Summit Advisors’s Veeva Systems VEEV Stock Holding History

Sierra Summit 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
Q2 		– Sell
-34,360
Closed -$7.96M – 218
2025
Q1 		$7.96M Buy
+34,360
New +$7.85M 1.72% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sierra Summit Advisors's VEEV Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Veeva Systems (VEEV) in Q2 2025, closing a stake of 34,360 shares — an estimated $7.96M sold.

Sierra Summit Advisors first reported a position in VEEV in Q1 2025 and held it in 1 quarter. The position peaked at $7.96M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold VEEV as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Veeva Systems position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 34,360 Veeva Systems shares in Q2 2025, an estimated $7.96M.
  • Sierra Summit Advisors first reported a position in Veeva Systems in Q1 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Veeva Systems position peaked at $7.96M in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.