SVB Wealth’s Veeva Systems VEEV Stock Holding History

SVB Wealth’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 Q1	–	Sell	-969	Closed	-$204K	–	1791
2024 Q4	$204K	Buy	+969	New	+$213K	﹤0.01%	681
2024 Q2	–	Sell	-979	Closed	-$227K	–	822
2024 Q1	$227K	Buy	+979	New	+$211K	0.01%	722

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SVB Wealth's VEEV Position: Q1 2025 in Review

SVB Wealth sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 969 shares — an estimated $204K sold.

SVB Wealth first reported a position in VEEV in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

SVB Wealth reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 969 Veeva Systems shares in Q1 2025, an estimated $204K.
SVB Wealth first reported a position in Veeva Systems in Q1 2024 and held it in 2 quarters.
SVB Wealth's Veeva Systems position peaked at $227K in Q1 2024.
1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.