Back to VEEV

Baer Investment Advisory LLC → VEEV

Baer Investment Advisory LLC VEEV Position History

Veeva Systems Inc. • Healthcare

Quarters held
7
Latest value
$9.5M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.6M
Q3 2025$362K
Q4 2025$3.6M
Q1 2026$2.8M
Q2 2026$389K
Q2 2026$6.7M
Q3 2026$9.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.5M33.3K——
Q2 2026$6.7M36.6K——
Q2 2026$389K73——
Q1 2026$2.8M16.1K——
Q4 2025$3.6M16.3K——
Q3 2025$362K65——
Q3 2025$4.6M15.6K——

Other funds holding VEEV

Other Baer Investment Advisory LLC positions

ETHA

ISHARES TR

$115.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.8M
ETHA

ISHARES TR

$34M
FIS

FIDELITY COVINGTON TRUST

$30.3M
VGES

VANGUARD INDEX FDS

$26.6M
ETHA

ISHARES TR

$24.8M
STT-PG

SELECT SECTOR SPDR TR

$24M
PDI

PIMCO ETF TR

$21.2M