TCA
VEEV icon

Trifecta Capital Advisors’s Veeva Systems VEEV Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-110
Closed -$32.8K – 437
2025
Q3 		$32.8K Hold
110
– – 0.01% 186
2025
Q2 		$31.7K Sell
110
-190
-63% -$47.1K 0.01% 193
2025
Q1 		$69.5K Buy
+300
New +$68.6K 0.01% 123

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

Trifecta Capital Advisors's VEEV Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 110 shares — an estimated $32.8K sold.

Trifecta Capital Advisors first reported a position in VEEV in Q1 2025 and held it in 3 quarters. The position peaked at $69.5K in Q1 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 110 Veeva Systems shares in Q4 2025, an estimated $32.8K.
  • Trifecta Capital Advisors first reported a position in Veeva Systems in Q1 2025 and held it in 3 quarters.
  • Trifecta Capital Advisors's Veeva Systems position peaked at $69.5K in Q1 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.