Lifeworks Advisors
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Lifeworks Advisors’s Veeva Systems VEEV Stock Holding History

Lifeworks Advisors’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 		$31.3M Buy
+109,660
New +$25.8M 3.07% 2

Other funds holding VEEV

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lifeworks Advisors's VEEV Position: Q3 2026 in Review

Lifeworks Advisors opened a new position in Veeva Systems (VEEV) in Q3 2026: 109,660 shares worth $31.3M. The stake represents 3.07% of the portfolio and ranks #2 among its holdings.

1,011 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Lifeworks Advisors held 109,660 shares of Veeva Systems worth $31.3M as of Q3 2026.
  • Veeva Systems was a new Lifeworks Advisors position in Q3 2026.
  • Veeva Systems made up 3.07% of Lifeworks Advisors's portfolio in Q3 2026, its #2 holding.
  • 1,011 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Lifeworks Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.