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Elevation Wealth Partners’s Veeva Systems VEEV Stock Holding History

Elevation Wealth Partners’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 		$293K Buy
1,028
+129
+14% +$30.3K 0.08% 119
2026
Q2 		$160K Sell
899
-2
-0.2% -$330 0.05% 154
2026
Q1 		$158K Buy
901
+223
+33% +$43.8K 0.06% 131
2025
Q4 		$151K Buy
678
+113
+20% +$30K 0.05% 133
2025
Q3 		$168K Buy
565
+2
+0.4% +$563 0.06% 128
2025
Q2 		$162K Hold
563
– – 0.06% 126
2025
Q1 		$130K Hold
563
– – 0.06% 138
2024
Q4 		$118K Hold
563
– – 0.05% 150
2024
Q3 		$118K Hold
563
– – 0.05% 151
2024
Q2 		$103K Hold
563
– – 0.05% 157
2024
Q1 		$130K Hold
563
– – 0.07% 135
2023
Q4 		$115K Hold
563
– – 0.07% 141
2023
Q3 		$115K Hold
563
– – 0.1% 85
2023
Q2 		$111K Hold
563
– – 0.09% 91
2023
Q1 		$103K Buy
+563
New +$96K 0.09% 98

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

Elevation Wealth Partners's VEEV Position: Q3 2026 in Review

Elevation Wealth Partners increased its Veeva Systems (VEEV) stake by 14% in Q3 2026, buying an estimated $30.3K and bringing the position to 1,028 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #119.

Elevation Wealth Partners first reported a position in VEEV in Q1 2023 and has held it in 15 quarters since. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Elevation Wealth Partners held 1,028 shares of Veeva Systems worth $293K as of Q3 2026.
  • Elevation Wealth Partners bought 129 Veeva Systems shares in Q3 2026, an estimated $30.3K.
  • Veeva Systems made up 0.08% of Elevation Wealth Partners's portfolio in Q3 2026, its #119 holding.
  • Elevation Wealth Partners first reported a position in Veeva Systems in Q1 2023 and has held it in 15 quarters since.
  • 50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.