WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in VEEV — Veeva Systems Inc

CIK 1632972 PLYMOUTH, MN

Position in VEEV

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$13,732,571

+$7,331,451 QoQ

Shares Held

78,177

+172.6% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 3.507425457615411.ToString("F0")% Shared 0.ToString("F0")% None 96.49257454238459.ToString("F0")%

Healthcare · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $25,899,137 across 16 Health Information Services names. VEEV ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	78,177	$13,732,571
2	HTFL	Heartflow, Inc.	133,991	$3,260,001
3	TXG	10x Genomics, Inc.	152,187	$3,230,930
4	HQY	Healthequity, Inc.	18,744	$1,566,436
5	DOCS	Doximity, Inc.	57,378	$1,336,907
6	WAY	Waystar Holding Corp.	34,403	$829,456
7	TEM	Tempus AI, Inc.	8,967	$405,487
8	PHR	Phreesia, Inc.	42,837	$358,974

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.