WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in VEEV — Veeva Systems Inc

CIK 1632972 PLYMOUTH, MN

Position in VEEV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$15,046,439

+$1,313,868 QoQ

Shares Held

84,783

+8.5% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#172

of 1,058 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $35,411,214 across 22 Health Information Services names. VEEV ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	84,783	$15,046,439
2	TXG	10x Genomics, Inc.	159,113	$6,100,392
3	HTFL	Heartflow, Inc.	167,206	$4,905,824
4	HQY	Healthequity, Inc.	33,843	$3,056,699
5	PHR	Phreesia, Inc.	99,426	$1,023,093
6	SDGR	Schrodinger, Inc.	54,404	$884,065
7	TDOC	Teladoc Health, Inc.	96,104	$814,961
8	TEM	Tempus AI, Inc.	11,791	$683,052

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,046,439	84,783	+8.5%	Shares	Sole	2026-07-15
2026-03-31	$13,732,571	78,177	+172.6%	Shares	Sole	2026-04-08
2025-12-31	$6,401,120	28,675	-25.4%	Shares	Sole	2026-01-08
2025-09-30	$11,455,831	38,454	+44.5%	Shares	Sole	2025-10-29
2025-06-30	$7,663,723	26,612	+96.8%	Shares	Sole	2025-07-10
2025-03-31	$3,132,564	13,524	-1.0%	Shares	Sole	2025-04-16
2024-12-31	$2,873,066	13,665	-4.0%	Shares	Sole	2025-03-17
2024-09-30	$2,988,548	14,240	+15.2%	Shares	Sole	2024-10-24
2024-06-30	$2,262,552	12,363	+30.4%	Shares	Sole	2024-07-16
2024-03-31	$2,196,189	9,479	+3.2%	Shares	Sole	2024-04-15
2023-12-31	$1,768,488	9,186	-9.7%	Shares	Sole	2024-01-30
2023-09-30	$2,069,696	10,173	+194.4%	Shares	Sole	2023-11-13
2021-06-30	$1,074,332	3,455	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.