Position in VEEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,275
-$5,196 QoQ
Shares Held
41
-42.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#956
of 1,063 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $36,764 across 16 Health Information Services names. VEEV ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
327 | $18,943 | |
| 2 | VEEV |
Veeva Systems Inc
This page
|
41 | $7,275 | |
| 3 | DOCS |
Doximity, Inc.
|
250 | $5,185 | |
| 4 | HSTM |
Healthstream Inc
|
103 | $2,806 | |
| 5 | HQY |
Healthequity, Inc.
|
12 | $1,083 | |
| 6 | OMCL |
Omnicell, Inc.
|
17 | $705 | |
| 7 | SDGR |
Schrodinger, Inc.
|
21 | $341 | |
| 8 | CTEV |
Claritev Corp
|
5 | $170 |
All Filings in VEEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,275 | 41 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,471 | 71 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $63,156 | 212 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||