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Valeo Financial Advisors’s Veeva Systems VEEV Stock Holding History

Valeo Financial Advisors’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 		$238K Buy
+835
New +$196K 0.01% 712
2026
Q1 		– Sell
-1,035
Closed -$231K – 890
2025
Q4 		$231K Buy
1,035
+279
+37% +$74K 0.01% 710
2025
Q3 		$225K Sell
756
-7
-0.9% -$1.97K 0.01% 722
2025
Q2 		$220K Buy
+763
New +$189K 0.01% 676
2021
Q2 		– Sell
-201
Closed -$53K – 1770
2021
Q1 		$53K Sell
201
-7
-3% -$1.95K ﹤0.01% 851
2020
Q4 		$57K Buy
208
+204
+5,100% +$57.2K ﹤0.01% 727
2020
Q3 		$1K Sell
4
-206
-98% -$54.3K ﹤0.01% 1541
2020
Q2 		$49K Sell
210
-114
-35% -$22.6K ﹤0.01% 741
2020
Q1 		$53K Sell
324
-15
-4% -$2.2K 0.01% 592
2019
Q4 		$48K Sell
339
-370
-52% -$54.4K ﹤0.01% 667
2019
Q3 		$108K Buy
709
+115
+19% +$18.4K 0.01% 417
2019
Q2 		$96K Buy
594
+189
+47% +$27.5K 0.01% 444
2019
Q1 		$51K Buy
405
+11
+3% +$1.24K 0.01% 549
2018
Q4 		$35K Buy
394
+300
+319% +$27.4K ﹤0.01% 583
2018
Q3 		$8K Sell
94
-19
-17% -$1.72K ﹤0.01% 1055
2018
Q2 		$9K Sell
113
-201
-64% -$15.3K ﹤0.01% 980
2018
Q1 		$23K Buy
314
+174
+124% +$11.2K ﹤0.01% 680
2017
Q4 		$8K Buy
140
+2
+1% +$118 ﹤0.01% 885
2017
Q3 		$8K Buy
+138
New +$8.37K ﹤0.01% 766

Other funds holding VEEV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Valeo Financial Advisors's VEEV Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Veeva Systems (VEEV) in Q3 2026: 835 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in VEEV as recently as Q4 2025.

Valeo Financial Advisors first reported a position in VEEV in Q3 2017 and has held it in 19 quarters since. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Valeo Financial Advisors held 835 shares of Veeva Systems worth $238K as of Q3 2026.
  • Veeva Systems was a new Valeo Financial Advisors position in Q3 2026.
  • Veeva Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #712 holding.
  • Valeo Financial Advisors first reported a position in Veeva Systems in Q3 2017 and has held it in 19 quarters since.
  • 50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.