Position in VEEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,098
-$2,738 QoQ
Shares Held
40
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#953
of 1,058 holders
Holding Since
Mar 2025
6 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, 2026Physician Wealth Advisors, Inc. holds $4,293,883 across 14 Health Information Services names. VEEV ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
47,045 | $4,249,104 | |
| 2 | TXG |
10x Genomics, Inc.
|
302 | $11,578 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
128 | $8,926 | |
| 4 | VEEV |
Veeva Systems Inc
This page
|
40 | $7,098 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
495 | $4,197 | |
| 6 | SPOK |
Spok Holdings, Inc
|
229 | $2,344 | |
| 7 | AMWL |
American Well Corp
|
189 | $1,723 | |
| 8 | SLP |
Simulations Plus, Inc.
|
88 | $1,611 |
All Filings in VEEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,098 | 40 | Shares | Sole | 2026-07-20 | |
| 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. | ||||||