Polen Capital Management
VECO icon

Polen Capital Management’s Veeco VECO Stock Holding History

Polen Capital 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 		$3.66M Buy
48,314
+36,286
+302% +$2.07M 0.03% 78
2026
Q1 		$407K Buy
+12,028
New +$383K ﹤0.01% 188

Other funds holding VECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Polen Capital Management's VECO Position: Q2 2026 in Review

Polen Capital Management increased its Veeco (VECO) stake by 302% in Q2 2026, buying an estimated $2.07M and bringing the position to 48,314 shares worth $3.66M. The position accounts for 0.03% of the portfolio, ranked #78.

Polen Capital Management first reported a position in VECO in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold VECO as of Q2 2026.

  • Polen Capital Management held 48,314 shares of Veeco worth $3.66M as of Q2 2026.
  • Polen Capital Management bought 36,286 Veeco shares in Q2 2026, an estimated $2.07M.
  • Veeco made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #78 holding.
  • Polen Capital Management first reported a position in Veeco in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held Veeco as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.