Position in VEEV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$9,836
+$2,693 QoQ
Shares Held
56
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $3,968,776 across 16 Health Information Services names. VEEV ranks #2 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
47,049 | $3,931,884 | |
| 2 | VEEV |
Veeva Systems Inc
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|
56 | $9,836 | |
| 3 | TXG |
10x Genomics, Inc.
|
260 | $5,519 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
119 | $5,070 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
163 | $3,352 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
495 | $2,697 | |
| 7 | CERT |
Certara, Inc.
|
295 | $1,681 | |
| 8 | DOCS |
Doximity, Inc.
|
60 | $1,398 |
All Filings in VEEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,836 | 56 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,143 | 32 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,191 | 4 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $575 | 2 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $926 | 4 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||