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Bath Savings Trust’s Veeva Systems VEEV Stock Holding History

Bath Savings Trust’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 		$12.8M Sell
44,697
-141
-0.3% -$33.1K 1.32% 20
2026
Q2 		$7.96M Sell
44,838
-1,558
-3% -$257K 0.82% 32
2026
Q1 		$8.15M Sell
46,396
-653
-1% -$128K 0.87% 31
2025
Q4 		$10.5M Buy
47,049
+5,163
+12% +$1.37M 1.05% 26
2025
Q3 		$12.5M Buy
41,886
+3,965
+10% +$1.12M 1.24% 23
2025
Q2 		$10.9M Buy
37,921
+7,087
+23% +$1.76M 1.11% 28
2025
Q1 		$7.14M Buy
30,834
+12,931
+72% +$2.95M 0.74% 36
2024
Q4 		$3.76M Buy
17,903
+14,269
+393% +$3.14M 0.38% 54
2024
Q3 		$763K Buy
3,634
+1,539
+73% +$304K 0.08% 108
2024
Q2 		$383K Sell
2,095
-30
-1% -$5.96K 0.04% 124
2024
Q1 		$492K Sell
2,125
-10
-0.5% -$2.16K 0.05% 117
2023
Q4 		$411K Hold
2,135
– – 0.05% 119
2023
Q3 		$434K Sell
2,135
-110
-5% -$22.2K 0.05% 117
2023
Q2 		$444K Buy
2,245
+20
+0.9% +$3.65K 0.05% 118
2023
Q1 		$409K Buy
2,225
+70
+3% +$11.9K 0.05% 123
2022
Q4 		$348K Hold
2,155
– – 0.04% 128
2022
Q3 		$355K Hold
2,155
– – 0.05% 126
2022
Q2 		$427K Hold
2,155
– – 0.06% 121
2022
Q1 		$458K Buy
2,155
+5
+0.2% +$1.08K 0.05% 123
2021
Q4 		$549K Sell
2,150
-74
-3% -$21.5K 0.06% 118
2021
Q3 		$641K Sell
2,224
-76
-3% -$24.1K 0.07% 107
2021
Q2 		$715K Sell
2,300
-20
-0.9% -$5.58K 0.08% 102
2021
Q1 		$606K Hold
2,320
– – 0.08% 106
2020
Q4 		$632K Sell
2,320
-10
-0.4% -$2.8K 0.08% 98
2020
Q3 		$655K Sell
2,330
-50
-2% -$13.2K 0.11% 85
2020
Q2 		$558K Sell
2,380
-75
-3% -$14.9K 0.1% 84
2020
Q1 		$384K Buy
2,455
+5
+0.2% +$733 0.08% 92
2019
Q4 		$345K Buy
2,450
+100
+4% +$14.7K 0.06% 106
2019
Q3 		$358K Buy
2,350
+25
+1% +$4.01K 0.07% 100
2019
Q2 		$377K Buy
2,325
+595
+34% +$86.7K 0.07% 98
2019
Q1 		$220K Buy
+1,730
New +$195K 0.05% 118

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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bath Savings Trust's VEEV Position: Q3 2026 in Review

Bath Savings Trust reduced its Veeva Systems (VEEV) stake by 0.31% in Q3 2026, selling an estimated $33.1K and leaving 44,697 shares worth $12.8M. The position accounts for 1.32% of the portfolio, ranked #20.

Bath Savings Trust first reported a position in VEEV in Q1 2019 and has held it in 31 quarters since. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Bath Savings Trust held 44,697 shares of Veeva Systems worth $12.8M as of Q3 2026.
  • Bath Savings Trust sold 141 Veeva Systems shares in Q3 2026, an estimated $33.1K.
  • Veeva Systems made up 1.32% of Bath Savings Trust's portfolio in Q3 2026, its #20 holding.
  • Bath Savings Trust first reported a position in Veeva Systems in Q1 2019 and has held it in 31 quarters since.
  • 50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Bath Savings Trust's 13F filing for Q3 2026, filed 7 Oct 2026.