Rothwell Investment Advisors, LLC’s Veeva Systems VEEV Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$110K	Buy	+386	New	+$90.7K	0.06%	270

Other funds holding VEEV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VEEV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Veeva Systems (VEEV) in Q3 2026: 386 shares worth $110K. The stake represents 0.06% of the portfolio and ranks #270 among its holdings.

620 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

Rothwell Investment Advisors, LLC held 386 shares of Veeva Systems worth $110K as of Q3 2026.
Veeva Systems was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Veeva Systems made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #270 holding.
620 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.