Avestar Capital’s Veeva Systems VEEV Stock Holding History

Avestar Capital’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	$3.7M	Buy	+12,976	New	+$3.05M	0.29%	72
2019 Q3	–	Sell	-131	Closed	-$20K	–	807
2019 Q2	$20K	Hold	131	–	–	0.01%	395
2019 Q1	$16K	Hold	131	–	–	0.01%	409
2018 Q4	$11K	Sell	131 -78	-37%	-$7.13K	0.01%	434
2018 Q3	$22K	Hold	209	–	–	0.01%	360
2018 Q2	$16K	Hold	209	–	–	0.01%	393
2018 Q1	$15K	Buy	209 +35	+20%	+$2.26K	0.01%	372
2017 Q4	$9K	Buy	+174	New	+$10.2K	0.01%	471

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

Avestar Capital's VEEV Position: Q3 2026 in Review

Avestar Capital opened a new position in Veeva Systems (VEEV) in Q3 2026: 12,976 shares worth $3.7M. The stake represents 0.29% of the portfolio and ranks #72 among its holdings. This is a return to the name: Avestar Capital previously reported a position in VEEV as recently as Q2 2019.

Avestar Capital first reported a position in VEEV in Q4 2017 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

Avestar Capital held 12,976 shares of Veeva Systems worth $3.7M as of Q3 2026.
Veeva Systems was a new Avestar Capital position in Q3 2026.
Veeva Systems made up 0.29% of Avestar Capital's portfolio in Q3 2026, its #72 holding.
Avestar Capital first reported a position in Veeva Systems in Q4 2017 and has held it in 8 quarters since.
620 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.