Assenagon Asset Management’s Veeco VECO Stock Holding History

Assenagon Asset Management’s Portfolio VECO Stock Details VECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Sell	56,938 -57,452	-50%	-$3.28M	0.01%	690
2026 Q1	$3.87M	Buy	114,390 +14,500	+15%	+$462K	0.01%	638
2025 Q4	$2.85M	Sell	99,890 -84,036	-46%	-$2.49M	﹤0.01%	778
2025 Q3	$5.6M	Sell	183,926 -56,810	-24%	-$1.35M	0.01%	594
2025 Q2	$4.89M	Buy	240,736 +17,003	+8%	+$336K	0.01%	576
2025 Q1	$4.49M	Buy	223,733 +24,577	+12%	+$589K	0.01%	554
2024 Q4	$5.34M	Buy	199,156 +24,779	+14%	+$719K	0.01%	668
2024 Q3	$5.78M	Sell	174,377 -423,637	-71%	-$15.9M	0.01%	673
2024 Q2	$27.9M	Buy	598,014 +31,482	+6%	+$1.24M	0.06%	230
2024 Q1	$19.9M	Sell	566,532 -9,784	-2%	-$326K	0.05%	284
2023 Q4	$17.9M	Sell	576,316 -961	-0.2%	-$26.8K	0.05%	315
2023 Q3	$16.2M	Sell	577,277 -4,853	-0.8%	-$134K	0.05%	291
2023 Q2	$14.9M	Sell	582,130 -446,107	-43%	-$9.81M	0.05%	284
2023 Q1	$21.7M	Buy	1,028,237 +798,994	+349%	+$16.4M	0.08%	228
2022 Q4	$4.26M	Buy	229,243 +112,562	+96%	+$2.12M	0.02%	568
2022 Q3	$2.14M	Sell	116,681 -514,728	-82%	-$10.5M	0.01%	689
2022 Q2	$12.2M	Buy	631,409 +511,950	+429%	+$11.4M	0.05%	324
2022 Q1	$3.25M	Buy	119,459 +5,445	+5%	+$153K	0.01%	667
2021 Q4	$3.25M	Buy	114,014 +27,874	+32%	+$710K	0.01%	647
2021 Q3	$1.91M	Sell	86,140 -25,470	-23%	-$567K	0.01%	710
2021 Q2	$2.68M	Buy	111,610 +23,934	+27%	+$548K	0.01%	612
2021 Q1	$1.82M	Hold	87,676	–	–	0.01%	733
2020 Q4	$1.52M	Sell	87,676 -243,700	-74%	-$3.72M	0.01%	593
2020 Q3	$3.87M	Buy	331,376 +93,100	+39%	+$1.19M	0.02%	401
2020 Q2	$3.21M	Buy	+238,276	New	+$2.74M	0.02%	443
2019 Q4	–	Sell	-160,832	Closed	-$1.88M	–	949
2019 Q3	$1.88M	Sell	160,832 -218,272	-58%	-$2.46M	0.01%	415
2019 Q2	$4.63M	Buy	+379,104	New	+$4.59M	0.03%	305
2019 Q1	–	Sell	-72,552	Closed	-$538K	–	1124
2018 Q4	$538K	Buy	+72,552	New	+$620K	0.01%	800

Other funds holding VECO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management's VECO Position: Q2 2026 in Review

Assenagon Asset Management reduced its Veeco (VECO) stake by 50% in Q2 2026, selling an estimated $3.28M and leaving 56,938 shares worth $4.32M. The position accounts for 0.01% of the portfolio, ranked #690.

Assenagon Asset Management first reported a position in VECO in Q4 2018 and has held it in 28 quarters since. The position peaked at $27.9M in Q2 2024. 23 funds tracked by Wall St. Rank hold VECO as of Q2 2026.

Assenagon Asset Management held 56,938 shares of Veeco worth $4.32M as of Q2 2026.
Assenagon Asset Management sold 57,452 Veeco shares in Q2 2026, an estimated $3.28M.
Veeco made up 0.01% of Assenagon Asset Management's portfolio in Q2 2026, its #690 holding.
Assenagon Asset Management first reported a position in Veeco in Q4 2018 and has held it in 28 quarters since.
Assenagon Asset Management's Veeco position peaked at $27.9M in Q2 2024.
23 funds tracked by Wall St. Rank held Veeco as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.