Selective Wealth Management
VEEV icon

Selective Wealth Management’s Veeva Systems VEEV Stock Holding History

Selective Wealth Management’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 		$5.14M Sell
16,419
-158
-1% -$37.1K 1.2% 16
2026
Q2 		$3.24M Sell
16,577
-730
-4% -$120K 0.85% 18
2026
Q1 		$2.74M Sell
17,307
-1,670
-9% -$328K 0.81% 20
2025
Q4 		$4.16M Sell
18,977
-617
-3% -$164K 1.3% 13
2025
Q3 		$6M Sell
19,594
-141
-0.7% -$39.7K 1.93% 10
2025
Q2 		$5.61M Sell
19,735
-766
-4% -$190K 2.05% 10
2025
Q1 		$4.47M Sell
20,501
-473
-2% -$108K 1.94% 11
2024
Q4 		$4.42M Sell
20,974
-1,503
-7% -$331K 1.8% 12
2024
Q3 		$4.6M Sell
22,477
-2,458
-10% -$486K 1.91% 12
2024
Q2 		$4.54M Sell
24,935
-1,592
-6% -$316K 2% 9
2024
Q1 		$5.6M Sell
26,527
-1,807
-6% -$390K 2.43% 8
2023
Q4 		$5.27M Sell
28,334
-2,176
-7% -$410K 2.66% 8
2023
Q3 		$6.12M Sell
30,510
-2,135
-7% -$430K 3.36% 8
2023
Q2 		$6.52M Buy
+32,645
New +$5.95M 3.25% 7
2022
Q4 		$5.62M Sell
34,589
-7,379
-18% -$1.26M 2.97% 6
2022
Q3 		$6.92M Sell
41,968
-2,953
-7% -$590K 2.97% 7
2022
Q2 		$8.9M Sell
44,921
-1,223
-3% -$225K 3.17% 5
2022
Q1 		$9.8M Buy
46,144
+23,155
+101% +$5.02M 3.55% 8
2021
Q4 		$5.87M Buy
22,989
+6,195
+37% +$1.8M 2.4% 16
2021
Q3 		$4.84M Buy
16,794
+16,781
+129,085% +$5.33M 2.56% 11
2021
Q2 		$4K Buy
+13
New +$3.62K ﹤0.01% 428

Other funds holding VEEV

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Selective Wealth Management's VEEV Position: Q3 2026 in Review

Selective Wealth Management reduced its Veeva Systems (VEEV) stake by 0.95% in Q3 2026, selling an estimated $37.1K and leaving 16,419 shares worth $5.14M. The position accounts for 1.2% of the portfolio, ranked #16.

Selective Wealth Management first reported a position in VEEV in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.8M in Q1 2022. 393 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Selective Wealth Management held 16,419 shares of Veeva Systems worth $5.14M as of Q3 2026.
  • Selective Wealth Management sold 158 Veeva Systems shares in Q3 2026, an estimated $37.1K.
  • Veeva Systems made up 1.2% of Selective Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Selective Wealth Management first reported a position in Veeva Systems in Q2 2021 and has held it in 21 quarters since.
  • Selective Wealth Management's Veeva Systems position peaked at $9.8M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.