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Trivium Point Advisory’s Veeva Systems VEEV Stock Holding History

Trivium Point Advisory’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
-1,131
Closed -$337K – 365
2025
Q3 		$337K Sell
1,131
-56
-5% -$15.8K 0.03% 278
2025
Q2 		$342K Sell
1,187
-37
-3% -$9.18K 0.04% 278
2025
Q1 		$284K Sell
1,224
-134
-10% -$30.6K 0.04% 288
2024
Q4 		$286K Sell
1,358
-122
-8% -$26.8K 0.04% 296
2024
Q3 		$345K Sell
1,480
-110
-7% -$21.7K 0.05% 255
2024
Q2 		$291K Sell
1,590
-41
-3% -$8.14K 0.04% 253
2024
Q1 		$378K Buy
1,631
+28
+2% +$6.04K 0.08% 177
2023
Q4 		$309K Buy
1,603
+126
+9% +$23.7K 0.07% 168
2023
Q3 		$296K Buy
1,477
+121
+9% +$24.4K 0.08% 163
2023
Q2 		$268K Sell
1,356
-10
-0.7% -$1.82K 0.07% 173
2023
Q1 		$251K Buy
1,366
+1
+0.1% +$171 0.07% 172
2022
Q4 		$218K Sell
1,365
-1,419
-51% -$242K 0.06% 173
2022
Q3 		$484K Buy
2,784
+405
+17% +$80.9K 0.15% 144
2022
Q2 		$500K Sell
2,379
-365
-13% -$67.2K 0.15% 144
2022
Q1 		$569K Sell
2,744
-142
-5% -$30.8K 0.13% 160
2021
Q4 		$737K Buy
2,886
+68
+2% +$19.8K 0.15% 143
2021
Q3 		$812K Buy
2,818
+150
+6% +$47.6K 0.19% 135
2021
Q2 		$830K Buy
2,668
+1,143
+75% +$319K 0.21% 134
2021
Q1 		$398K Buy
1,525
+295
+24% +$82.2K 0.11% 154
2020
Q4 		$341K Buy
1,230
+211
+21% +$59.1K 0.1% 156
2020
Q3 		$287K Buy
1,019
+168
+20% +$44.3K 0.1% 142
2020
Q2 		$209K Buy
+851
New +$169K 0.08% 150

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 $3.38T AUM 44.17% 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

Trivium Point Advisory's VEEV Position: Q4 2025 in Review

Trivium Point Advisory sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 1,131 shares — an estimated $337K sold.

Trivium Point Advisory first reported a position in VEEV in Q2 2020 and held it in 22 quarters. The position peaked at $830K in Q2 2021. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Trivium Point Advisory reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 1,131 Veeva Systems shares in Q4 2025, an estimated $337K.
  • Trivium Point Advisory first reported a position in Veeva Systems in Q2 2020 and held it in 22 quarters.
  • Trivium Point Advisory's Veeva Systems position peaked at $830K in Q2 2021.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Trivium Point Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.