Third View Private Wealth
VEEV icon

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
Q3 		$634K Sell
2,220
-3,341
-60% -$785K 0.07% 151
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

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Third View Private Wealth's VEEV Position: Q3 2026 in Review

Third View Private Wealth reduced its Veeva Systems (VEEV) stake by 60% in Q3 2026, selling an estimated $785K and leaving 2,220 shares worth $634K. The position accounts for 0.07% of the portfolio, ranked #151.

Third View Private Wealth first reported a position in VEEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q4 2025. 620 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Third View Private Wealth held 2,220 shares of Veeva Systems worth $634K as of Q3 2026.
  • Third View Private Wealth sold 3,341 Veeva Systems shares in Q3 2026, an estimated $785K.
  • Veeva Systems made up 0.07% of Third View Private Wealth's portfolio in Q3 2026, its #151 holding.
  • Third View Private Wealth first reported a position in Veeva Systems in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Veeva Systems position peaked at $1.27M in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.