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Root Financial Partners’s Veeva Systems VEEV Stock Holding History

Root Financial Partners’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
Q1 		$40.4K Sell
230
-153
-40% -$30.1K ﹤0.01% 972
2025
Q4 		$85.5K Buy
383
+56
+17% +$14.9K ﹤0.01% 523
2025
Q3 		$97.4K Buy
+327
New +$92K 0.01% 456

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's VEEV Position: Q1 2026 in Review

Root Financial Partners reduced its Veeva Systems (VEEV) stake by 40% in Q1 2026, selling an estimated $30.1K and leaving 230 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Root Financial Partners first reported a position in VEEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $97.4K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Root Financial Partners held 230 shares of Veeva Systems worth $40.4K as of Q1 2026.
  • Root Financial Partners sold 153 Veeva Systems shares in Q1 2026, an estimated $30.1K.
  • Veeva Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #972 holding.
  • Root Financial Partners first reported a position in Veeva Systems in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Veeva Systems position peaked at $97.4K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.