Meriwether Wealth & Planning
VEEV icon

Meriwether Wealth & Planning’s Veeva Systems VEEV Stock Holding History

Meriwether Wealth & Planning’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 		$58.5K Buy
+205
New +$48.2K 0.03% 246
2025
Q4 		– Sell
-767
Closed -$228K – 133
2025
Q3 		$228K Buy
+767
New +$216K 0.13% 114

Other funds holding VEEV

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Meriwether Wealth & Planning's VEEV Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Veeva Systems (VEEV) in Q3 2026: 205 shares worth $58.5K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in VEEV as recently as Q3 2025.

Meriwether Wealth & Planning first reported a position in VEEV in Q3 2025 and has held it in 2 quarters since. The position peaked at $228K in Q3 2025. 393 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Meriwether Wealth & Planning held 205 shares of Veeva Systems worth $58.5K as of Q3 2026.
  • Veeva Systems was a new Meriwether Wealth & Planning position in Q3 2026.
  • Veeva Systems made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #246 holding.
  • Meriwether Wealth & Planning first reported a position in Veeva Systems in Q3 2025 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's Veeva Systems position peaked at $228K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.