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Triad Wealth Partners’s Veeva Systems VEEV Stock Holding History

Triad 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
-927
Closed -$276K – 483
2025
Q3 		$276K Buy
927
+110
+13% +$31K 0.04% 308
2025
Q2 		$235K Sell
817
-122
-13% -$30.3K 0.05% 254
2025
Q1 		$218K Sell
939
-68
-7% -$15.5K 0.07% 198
2024
Q4 		$212K Buy
+1,007
New +$221K 0.08% 167
2024
Q3 		– Sell
-626
Closed -$115K – 886
2024
Q2 		$115K Buy
+626
New +$124K 0.06% 141

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Triad Wealth Partners sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 927 shares — an estimated $276K sold.

Triad Wealth Partners first reported a position in VEEV in Q2 2024 and held it in 5 quarters. The position peaked at $276K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Triad Wealth Partners reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 927 Veeva Systems shares in Q4 2025, an estimated $276K.
  • Triad Wealth Partners first reported a position in Veeva Systems in Q2 2024 and held it in 5 quarters.
  • Triad Wealth Partners's Veeva Systems position peaked at $276K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

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