James T. Borello RIA
VEEV icon

James T. Borello RIA’s Veeva Systems VEEV Stock Holding History

James T. Borello RIA’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 		$26.5K Sell
93
-1
-1% -$235 0.01% 354
2026
Q2 		$16.7K Buy
94
+30
+47% +$4.95K ﹤0.01% 462
2026
Q1 		$11.2K Buy
64
+21
+49% +$4.13K ﹤0.01% 536
2025
Q4 		$9.6K Buy
43
+30
+231% +$7.96K ﹤0.01% 424
2025
Q3 		$3.87K Buy
+13
New +$3.66K ﹤0.01% 535

Other funds holding VEEV

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
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
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James T. Borello RIA's VEEV Position: Q3 2026 in Review

James T. Borello RIA reduced its Veeva Systems (VEEV) stake by 1.1% in Q3 2026, selling an estimated $235 and leaving 93 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #354.

James T. Borello RIA first reported a position in VEEV in Q3 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • James T. Borello RIA held 93 shares of Veeva Systems worth $26.5K as of Q3 2026.
  • James T. Borello RIA sold 1 Veeva Systems share in Q3 2026, an estimated $235.
  • Veeva Systems made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #354 holding.
  • James T. Borello RIA first reported a position in Veeva Systems in Q3 2025 and has held it in 5 quarters since.
  • 304 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.