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Whalen Wealth Management’s Veeva Systems VEEV Stock Holding History

Whalen 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
Q4 		– Sell
-1,312
Closed -$391K – 243
2025
Q3 		$391K Buy
+1,312
New +$369K 0.23% 108
2025
Q2 		– Sell
-2,780
Closed -$644K – 226
2025
Q1 		$644K Buy
+2,780
New +$635K 0.43% 46
2024
Q1 		– Sell
-3,315
Closed -$638K – 159
2023
Q4 		$638K Buy
+3,315
New +$625K 0.57% 45

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 $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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Whalen Wealth Management's VEEV Position: Q4 2025 in Review

Whalen Wealth Management sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 1,312 shares — an estimated $391K sold.

Whalen Wealth Management first reported a position in VEEV in Q4 2023 and held it in 3 quarters. The position peaked at $644K in Q1 2025. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Whalen Wealth Management reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,312 Veeva Systems shares in Q4 2025, an estimated $391K.
  • Whalen Wealth Management first reported a position in Veeva Systems in Q4 2023 and held it in 3 quarters.
  • Whalen Wealth Management's Veeva Systems position peaked at $644K in Q1 2025.
  • 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.