GWM
VEEV icon

Gilpin Wealth Management’s Veeva Systems VEEV Stock Holding History

Gilpin 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 		$342K Sell
1,198
-38
-3% -$8.93K 0.23% 96
2026
Q2 		$219K Buy
1,236
+1,141
+1,201% +$188K 0.15% 123
2026
Q1 		$16.7K Buy
95
+45
+90% +$8.84K 0.01% 260
2025
Q4 		$11.2K Buy
+50
New +$13.3K 0.01% 276

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

Gilpin Wealth Management's VEEV Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Veeva Systems (VEEV) stake by 3.1% in Q3 2026, selling an estimated $8.93K and leaving 1,198 shares worth $342K. The position accounts for 0.23% of the portfolio, ranked #96.

Gilpin Wealth Management first reported a position in VEEV in Q4 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Gilpin Wealth Management held 1,198 shares of Veeva Systems worth $342K as of Q3 2026.
  • Gilpin Wealth Management sold 38 Veeva Systems shares in Q3 2026, an estimated $8.93K.
  • Veeva Systems made up 0.23% of Gilpin Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Gilpin Wealth Management first reported a position in Veeva Systems in Q4 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.