RCA
VEEV icon

Roberts Capital Advisors’s Veeva Systems VEEV Stock Holding History

Roberts Capital 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
2025
Q3 		– Sell
-1,864
Closed -$537K – 95
2025
Q2 		$537K Hold
1,864
– – 0.4% 74
2025
Q1 		$432K Hold
1,864
– – 0.38% 79
2024
Q4 		$392K Hold
1,864
– – 0.33% 69
2024
Q3 		$391K Hold
1,864
– – 0.33% 75
2024
Q2 		$432K Hold
1,864
– – 0.41% 69
2024
Q1 		$432K Buy
+1,864
New +$402K 0.41% 69
2022
Q3 		$330K Hold
1,999
– – 0.48% 74
2022
Q2 		$396K Hold
1,999
– – 0.54% 63
2022
Q1 		$425K Hold
1,999
– – 0.44% 84
2021
Q4 		$511K Buy
+1,999
New +$581K 0.48% 83

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Roberts Capital Advisors's VEEV Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Veeva Systems (VEEV) in Q3 2025, closing a stake of 1,864 shares — an estimated $537K sold.

Roberts Capital Advisors first reported a position in VEEV in Q4 2021 and held it in 10 quarters. The position peaked at $537K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Veeva Systems position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 1,864 Veeva Systems shares in Q3 2025, an estimated $537K.
  • Roberts Capital Advisors first reported a position in Veeva Systems in Q4 2021 and held it in 10 quarters.
  • Roberts Capital Advisors's Veeva Systems position peaked at $537K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.