Professional Advisory Services’s Veeva Systems VEEV Stock Holding History

Professional Advisory Services’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	$243K	Buy	+850	New	+$200K	0.03%	85
2026 Q1	–	Sell	-900	Closed	-$201K	–	82
2025 Q4	$201K	Hold	900	–	–	0.03%	78
2025 Q3	$268K	Sell	900 -100	-10%	-$28.1K	0.03%	76
2025 Q2	$288K	Hold	1,000	–	–	0.04%	71
2025 Q1	$232K	Hold	1,000	–	–	0.03%	75
2024 Q4	$210K	Sell	1,000 -400	-29%	-$88K	0.03%	73
2024 Q3	$294K	Hold	1,400	–	–	0.04%	68
2024 Q2	$256K	Hold	1,400	–	–	0.04%	68
2024 Q1	$324K	Hold	1,400	–	–	0.04%	63
2023 Q4	$270K	Hold	1,400	–	–	0.04%	63
2023 Q3	$285K	Hold	1,400	–	–	0.05%	59
2023 Q2	$277K	Hold	1,400	–	–	0.04%	62
2023 Q1	$257K	Hold	1,400	–	–	0.04%	65
2022 Q4	$226K	Hold	1,400	–	–	0.04%	71
2022 Q3	$231K	Hold	1,400	–	–	0.04%	65
2022 Q2	$277K	Sell	1,400 -50	-3%	-$9.2K	0.05%	62
2022 Q1	$308K	Sell	1,450 -50	-3%	-$10.8K	0.04%	63
2021 Q4	$383K	Hold	1,500	–	–	0.05%	59
2021 Q3	$432K	Hold	1,500	–	–	0.06%	52
2021 Q2	$466K	Buy	+1,500	New	+$418K	0.07%	49

Other funds holding VEEV

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

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

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

Professional Advisory Services's VEEV Position: Q3 2026 in Review

Professional Advisory Services opened a new position in Veeva Systems (VEEV) in Q3 2026: 850 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings. This is a return to the name: Professional Advisory Services previously reported a position in VEEV as recently as Q4 2025.

Professional Advisory Services first reported a position in VEEV in Q2 2021 and has held it in 20 quarters since. The position peaked at $466K in Q2 2021. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

Professional Advisory Services held 850 shares of Veeva Systems worth $243K as of Q3 2026.
Veeva Systems was a new Professional Advisory Services position in Q3 2026.
Veeva Systems made up 0.03% of Professional Advisory Services's portfolio in Q3 2026, its #85 holding.
Professional Advisory Services first reported a position in Veeva Systems in Q2 2021 and has held it in 20 quarters since.
Professional Advisory Services's Veeva Systems position peaked at $466K in Q2 2021.
50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.