Walkner Condon Financial Advisors’s Veeva Systems VEEV Stock Holding History

Walkner Condon Financial 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 Q1	–	Sell	-8,059	Closed	-$1.69M	–	302
2024 Q4	$1.69M	Buy	8,059 +8	+0.1%	+$1.76K	0.34%	65
2024 Q3	$1.69M	Buy	8,051 +8	+0.1%	+$1.58K	0.34%	66
2024 Q2	$1.47M	Sell	8,043 -5	-0.1%	-$992	0.32%	71
2024 Q1	$1.86M	Buy	8,048 +8	+0.1%	+$1.73K	0.4%	63
2023 Q4	$1.55M	Sell	8,040 -3	-0%	-$565	0.35%	73
2023 Q3	$1.64M	Buy	8,043 +15	+0.2%	+$3.02K	0.43%	61
2023 Q2	$1.59M	Buy	8,028 +7	+0.1%	+$1.28K	0.42%	58
2023 Q1	$1.47M	Hold	8,021	–	–	0.41%	57
2022 Q4	$1.29M	Hold	8,021	–	–	0.39%	59
2022 Q3	$1.32M	Hold	8,021	–	–	0.43%	55
2022 Q2	$1.59M	Hold	8,021	–	–	0.5%	47
2022 Q1	$1.7M	Hold	8,021	–	–	0.48%	50
2021 Q4	$2.05M	Sell	8,021 -6	-0.1%	-$1.74K	1.33%	21
2021 Q3	$2.31M	Buy	8,027 +13	+0.2%	+$4.13K	1.14%	25
2021 Q2	$2.49M	Buy	+8,014	New	+$2.23M	0.91%	28

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

Walkner Condon Financial Advisors's VEEV Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 8,059 shares — an estimated $1.69M sold.

Walkner Condon Financial Advisors first reported a position in VEEV in Q2 2021 and held it in 15 quarters. The position peaked at $2.49M in Q2 2021. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 8,059 Veeva Systems shares in Q1 2025, an estimated $1.69M.
Walkner Condon Financial Advisors first reported a position in Veeva Systems in Q2 2021 and held it in 15 quarters.
Walkner Condon Financial Advisors's Veeva Systems position peaked at $2.49M in Q2 2021.
1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.