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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
Q2 		– Sell
-230
Closed -$40.4K – 3075
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

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State Street
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Principal Financial Group
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AllianceBernstein
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
AQR Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Root Financial Partners's VEEV Position: Q2 2026 in Review

Root Financial Partners sold out of Veeva Systems (VEEV) in Q2 2026, closing a stake of 230 shares — an estimated $40.4K sold.

Root Financial Partners first reported a position in VEEV in Q3 2025 and held it in 3 quarters. The position peaked at $97.4K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Root Financial Partners reported no remaining Veeva Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 230 Veeva Systems shares in Q2 2026, an estimated $40.4K.
  • Root Financial Partners first reported a position in Veeva Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Veeva Systems position peaked at $97.4K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.