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Equitable Trust’s Veeva Systems VEEV Stock Holding History

Equitable 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 		$8.47M Buy
29,663
+75
+0.3% +$17.6K 0.36% 62
2026
Q2 		$5.25M Buy
+29,588
New +$4.88M 0.22% 90
2022
Q4 		– Sell
-1,333
Closed -$220K – 418
2022
Q3 		$220K Buy
1,333
+80
+6% +$16K 0.02% 356
2022
Q2 		$248K Sell
1,253
-1,347
-52% -$248K 0.02% 346
2022
Q1 		$552K Buy
2,600
+456
+21% +$98.9K 0.04% 238
2021
Q4 		$548K Sell
2,144
-298
-12% -$86.6K 0.03% 239
2021
Q3 		$704K Sell
2,442
-177
-7% -$56.2K 0.04% 204
2021
Q2 		$814K Sell
2,619
-197
-7% -$54.9K 0.05% 201
2021
Q1 		$735K Sell
2,816
-681
-19% -$190K 0.05% 203
2020
Q4 		$952K Buy
3,497
+65
+2% +$18.2K 0.07% 184
2020
Q3 		$965K Sell
3,432
-63
-2% -$16.6K 0.08% 172
2020
Q2 		$820K Buy
3,495
+193
+6% +$38.3K 0.08% 172
2020
Q1 		$516K Buy
+3,302
New +$484K 0.06% 202

Other funds holding VEEV

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Equitable Trust's VEEV Position: Q3 2026 in Review

Equitable Trust increased its Veeva Systems (VEEV) stake by 0.25% in Q3 2026, buying an estimated $17.6K and bringing the position to 29,663 shares worth $8.47M. The position accounts for 0.36% of the portfolio, ranked #62.

Equitable Trust first reported a position in VEEV in Q1 2020 and has held it in 13 quarters since. 170 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Equitable Trust held 29,663 shares of Veeva Systems worth $8.47M as of Q3 2026.
  • Equitable Trust bought 75 Veeva Systems shares in Q3 2026, an estimated $17.6K.
  • Veeva Systems made up 0.36% of Equitable Trust's portfolio in Q3 2026, its #62 holding.
  • Equitable Trust first reported a position in Veeva Systems in Q1 2020 and has held it in 13 quarters since.
  • 170 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.