Position in VEEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$377,123
-$161,977 QoQ
Shares Held
2,125
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#700
of 1,058 holders
Holding Since
Sep 2022
12 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, 2026NewEdge Wealth, LLC holds $701,642 across 2 Health Information Services names. VEEV ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
2,125 | $377,123 | |
| 2 | HQY |
Healthequity, Inc.
|
3,593 | $324,519 |
All Filings in VEEV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,123 | 2,125 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $539,100 | 2,415 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $691,747 | 2,322 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,841,632 | 6,395 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $273,786 | 1,182 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $259,448 | 1,234 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $244,918 | 1,167 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $2,046,503 | 10,059 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,977,102 | 9,999 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,828,894 | 9,951 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,125,141 | 6,972 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,157,457 | 7,020 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||