Atala Financial’s Idexx Laboratories IDXX Stock Holding History

Atala Financial’s Portfolio IDXX Stock Details IDXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-246	Closed	-$103K	–	267
2025 Q1	$103K	Hold	246	–	–	0.08%	143
2024 Q4	$102K	Buy	+246	New	+$108K	0.07%	148

Other funds holding IDXX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atala Financial's IDXX Position: Q2 2025 in Review

Atala Financial sold out of Idexx Laboratories (IDXX) in Q2 2025, closing a stake of 246 shares — an estimated $103K sold.

Atala Financial first reported a position in IDXX in Q4 2024 and held it in 2 quarters. The position peaked at $103K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold IDXX as of Q2 2025.

Atala Financial reported no remaining Idexx Laboratories position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 246 Idexx Laboratories shares in Q2 2025, an estimated $103K.
Atala Financial first reported a position in Idexx Laboratories in Q4 2024 and held it in 2 quarters.
Atala Financial's Idexx Laboratories position peaked at $103K in Q1 2025.
1,234 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.