Retirement Wealth Solutions’s Veeva Systems VEEV Stock Holding History

Retirement Wealth Solutions’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	$4K	Hold	14	–	–	﹤0.01%	432
2026 Q2	$2.48K	Hold	14	–	–	﹤0.01%	482
2026 Q1	$2.46K	Sell	14 -78	-85%	-$15.3K	﹤0.01%	461
2025 Q4	$20.5K	Sell	92 -14	-13%	-$3.71K	0.01%	156
2025 Q3	$31.6K	Sell	106 -9	-8%	-$2.53K	0.02%	121
2025 Q2	$33.1K	Hold	115	–	–	0.02%	113
2025 Q1	$26.6K	Sell	115 -28	-20%	-$6.4K	0.02%	112
2024 Q4	$31.1K	Buy	+143	New	+$31.4K	0.03%	114

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

Retirement Wealth Solutions's VEEV Position: Q3 2026 in Review

Retirement Wealth Solutions held its Veeva Systems (VEEV) position steady in Q3 2026 at 14 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Retirement Wealth Solutions first reported a position in VEEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $33.1K in Q2 2025. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

Retirement Wealth Solutions held 14 shares of Veeva Systems worth $4K as of Q3 2026.
Retirement Wealth Solutions left its Veeva Systems share count unchanged in Q3 2026.
Veeva Systems made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #432 holding.
Retirement Wealth Solutions first reported a position in Veeva Systems in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Veeva Systems position peaked at $33.1K in Q2 2025.
50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.