Root Financial Partners
VEEV icon

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
Q3 		$217K Buy
+759
New +$178K 0.01% 416
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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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's VEEV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Veeva Systems (VEEV) in Q3 2026: 759 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VEEV as recently as Q1 2026.

Root Financial Partners first reported a position in VEEV in Q3 2025 and has held it in 4 quarters since. 1,011 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Root Financial Partners held 759 shares of Veeva Systems worth $217K as of Q3 2026.
  • Veeva Systems was a new Root Financial Partners position in Q3 2026.
  • Veeva Systems made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #416 holding.
  • Root Financial Partners first reported a position in Veeva Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.