Position in VEEV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,324
+$5,317 QoQ
Shares Held
30
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#968
of 1,058 holders
Holding Since
Jun 2021
21 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, 2026Avion Wealth holds $15,844 across 11 Health Information Services names. VEEV ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
30 | $5,324 | |
| 2 | EVH |
Evolent Health, Inc.
|
475 | $2,574 | |
| 3 | TXG |
10x Genomics, Inc.
|
62 | $2,377 | |
| 4 | NRC |
Nrc Health
|
44 | $949 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
98 | $831 | |
| 6 | HCAT |
Health Catalyst, Inc.
|
394 | $784 | |
| 7 | SLP |
Simulations Plus, Inc.
|
41 | $750 | |
| 8 | HQY |
Healthequity, Inc.
|
7 | $632 |
All Filings in VEEV
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,324 | 30 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7 | 45 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,473 | 29 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,831 | 33 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,231 | 39 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $30 | 147 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $30,906 | 147 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,197 | 20 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,111 | 17 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,938 | 17 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2 | 12 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2 | 12 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1 | 9 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $551 | 3 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $484 | 3 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $494 | 3 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $594 | 3 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $637 | 3 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $766 | 3 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $864 | 3 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $932 | 3 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||