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WealthTrak Capital Management’s Veeva Systems VEEV Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-10
Closed -$2.88K – 851
2025
Q2 		$2.88K Hold
10
– – ﹤0.01% 387
2025
Q1 		$2.32K Buy
10
+2
+25% +$457 ﹤0.01% 355
2024
Q4 		$1.68K Buy
+8
New +$1.76K ﹤0.01% 350

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WealthTrak Capital Management's VEEV Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Veeva Systems (VEEV) in Q3 2025, closing a stake of 10 shares — an estimated $2.88K sold.

WealthTrak Capital Management first reported a position in VEEV in Q4 2024 and held it in 3 quarters. The position peaked at $2.88K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Veeva Systems position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Veeva Systems shares in Q3 2025, an estimated $2.88K.
  • WealthTrak Capital Management first reported a position in Veeva Systems in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Veeva Systems position peaked at $2.88K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.