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Venturi Wealth Management’s Veeva Systems VEEV Stock Holding History

Venturi Wealth Management’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
-169
Closed -$35.5K – 1784
2024
Q4 		$35.5K Buy
169
+163
+2,717% +$35.8K ﹤0.01% 1123
2024
Q3 		$1.26K Buy
+6
New +$1.19K ﹤0.01% 1744
2024
Q2 		– Sell
-28
Closed -$6.49K – 1540
2024
Q1 		$6.49K Hold
28
– – ﹤0.01% 1021
2023
Q4 		$5.39K Buy
28
+3
+12% +$565 ﹤0.01% 1017
2023
Q3 		$5.09K Hold
25
– – ﹤0.01% 976
2023
Q2 		$4.94K Hold
25
– – ﹤0.01% 758
2023
Q1 		$4.59K Buy
+25
New +$4.26K ﹤0.01% 842

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Venturi Wealth Management's VEEV Position: Q1 2025 in Review

Venturi Wealth Management sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 169 shares — an estimated $35.5K sold.

Venturi Wealth Management first reported a position in VEEV in Q1 2023 and held it in 7 quarters. The position peaked at $35.5K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • Venturi Wealth Management reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 169 Veeva Systems shares in Q1 2025, an estimated $35.5K.
  • Venturi Wealth Management first reported a position in Veeva Systems in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Veeva Systems position peaked at $35.5K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.