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Third View Private Wealth’s Veeva Systems VEEV Stock Holding History

Third View Private Wealth’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 		$987K Sell
5,561
-492
-8% -$81.1K 0.12% 133
2026
Q1 		$1.06M Buy
6,053
+373
+7% +$73.3K 0.15% 118
2025
Q4 		$1.27M Buy
+5,680
New +$1.51M 0.17% 112

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Third View Private Wealth's VEEV Position: Q2 2026 in Review

Third View Private Wealth reduced its Veeva Systems (VEEV) stake by 8.1% in Q2 2026, selling an estimated $81.1K and leaving 5,561 shares worth $987K. The position accounts for 0.12% of the portfolio, ranked #133.

Third View Private Wealth first reported a position in VEEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 568 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Third View Private Wealth held 5,561 shares of Veeva Systems worth $987K as of Q2 2026.
  • Third View Private Wealth sold 492 Veeva Systems shares in Q2 2026, an estimated $81.1K.
  • Veeva Systems made up 0.12% of Third View Private Wealth's portfolio in Q2 2026, its #133 holding.
  • Third View Private Wealth first reported a position in Veeva Systems in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Veeva Systems position peaked at $1.27M in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.