Position in VEEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$200,896
-$51,800 QoQ
Shares Held
1,132
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#818
of 1,058 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $389,006 across 2 Health Information Services names. VEEV ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
1,132 | $200,896 | |
| 2 | SDGR |
Schrodinger, Inc.
|
11,576 | $188,110 |
All Filings in VEEV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,896 | 1,132 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $252,696 | 1,132 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $337,234 | 1,132 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $325,993 | 1,132 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,900 | 1,135 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $238,633 | 1,135 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $238,202 | 1,135 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $226,932 | 1,240 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $539,142 | 2,327 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $428,742 | 2,227 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $453,286 | 2,228 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $418,594 | 2,117 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $372,174 | 2,025 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $405,870 | 2,515 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $335,036 | 2,032 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $318,052 | 1,606 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $343,122 | 1,615 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $410,300 | 1,606 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $463,953 | 1,610 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $499,074 | 1,605 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $419,290 | 1,605 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $363,998 | 1,337 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $375,951 | 1,337 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $257,862 | 1,100 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||