Avantax Advisory Services’s Idexx Laboratories IDXX Stock Holding History

Avantax Advisory Services’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	$1.18M	Sell	2,192 -8	-0.4%	-$3.83K	0.01%	1072
2025 Q1	$924K	Buy	2,200 +349	+19%	+$152K	0.01%	1137
2024 Q4	$765K	Sell	1,851 -1,084	-37%	-$475K	﹤0.01%	1183
2024 Q3	$1.48M	Sell	2,935 -85	-3%	-$41.3K	0.01%	824
2024 Q2	$1.47M	Buy	3,020 +2,233	+284%	+$1.12M	0.01%	784
2024 Q1	$425K	Buy	787 +155	+25%	+$84.7K	﹤0.01%	1122
2023 Q4	$351K	Buy	632 +110	+21%	+$51.6K	﹤0.01%	1153
2023 Q3	$228K	Buy	522 +24	+5%	+$12K	﹤0.01%	1356
2023 Q2	$250K	Sell	498 -58	-10%	-$27.8K	﹤0.01%	1282
2023 Q1	$278K	Buy	556 +6	+1%	+$2.87K	﹤0.01%	1189
2022 Q4	$224K	Buy	+550	New	+$213K	﹤0.01%	1259
2021 Q4	–	Sell	-1,099	Closed	-$684K	–	1263
2021 Q3	$684K	Buy	1,099 +220	+25%	+$148K	0.01%	603
2021 Q2	$554K	Buy	+879	New	+$485K	0.01%	669
2020 Q4	–	Sell	-623	Closed	-$245K	–	1123
2020 Q3	$245K	Buy	+623	New	+$230K	﹤0.01%	1121

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

Avantax Advisory Services's IDXX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Idexx Laboratories (IDXX) stake by 0.36% in Q2 2025, selling an estimated $3.83K and leaving 2,192 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1072.

Avantax Advisory Services first reported a position in IDXX in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.48M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold IDXX as of Q2 2025.

Avantax Advisory Services held 2,192 shares of Idexx Laboratories worth $1.18M as of Q2 2025.
Avantax Advisory Services sold 8 Idexx Laboratories shares in Q2 2025, an estimated $3.83K.
Idexx Laboratories made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1072 holding.
Avantax Advisory Services first reported a position in Idexx Laboratories in Q3 2020 and has held it in 14 quarters since.
Avantax Advisory Services's Idexx Laboratories position peaked at $1.48M in Q3 2024.
1,235 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.