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Baker Tilly Wealth Management’s Veeva Systems VEEV Stock Holding History

Baker Tilly 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
2026
Q3 		$305K Sell
1,070
-775
-42% -$182K 0.06% 228
2026
Q2 		$327K Buy
1,845
+534
+41% +$88.1K 0.07% 212
2026
Q1 		$230K Sell
1,311
-446
-25% -$87.6K 0.06% 251
2025
Q4 		$392K Buy
1,757
+179
+11% +$47.5K 0.1% 184
2025
Q3 		$470K Buy
1,578
+68
+5% +$19.1K 0.11% 158
2025
Q2 		$435K Sell
1,510
-46
-3% -$11.4K 0.16% 136
2025
Q1 		$360K Buy
1,556
+46
+3% +$10.5K 0.14% 157
2024
Q4 		$317K Buy
1,510
+278
+23% +$61.1K 0.12% 182
2024
Q3 		$259K Buy
+1,232
New +$244K 0.11% 201

Other funds holding VEEV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Baker Tilly Wealth Management's VEEV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Veeva Systems (VEEV) stake by 42% in Q3 2026, selling an estimated $182K and leaving 1,070 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #228.

Baker Tilly Wealth Management first reported a position in VEEV in Q3 2024 and has held it in 9 quarters since. The position peaked at $470K in Q3 2025. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Baker Tilly Wealth Management held 1,070 shares of Veeva Systems worth $305K as of Q3 2026.
  • Baker Tilly Wealth Management sold 775 Veeva Systems shares in Q3 2026, an estimated $182K.
  • Veeva Systems made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #228 holding.
  • Baker Tilly Wealth Management first reported a position in Veeva Systems in Q3 2024 and has held it in 9 quarters since.
  • Baker Tilly Wealth Management's Veeva Systems position peaked at $470K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.