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Baker Tilly Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Baker Tilly Wealth Management’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
2026
Q3 		– Sell
-591
Closed -$311K – 299
2026
Q2 		$311K Sell
591
-87
-13% -$48.8K 0.07% 216
2026
Q1 		$381K Sell
678
-133
-16% -$85.3K 0.09% 183
2025
Q4 		$549K Sell
811
-53
-6% -$36.1K 0.14% 149
2025
Q3 		$552K Buy
864
+61
+8% +$37K 0.12% 140
2025
Q2 		$431K Buy
803
+227
+39% +$109K 0.15% 139
2025
Q1 		$242K Buy
+576
New +$250K 0.09% 211
2024
Q4 		– Sell
-438
Closed -$221K – 244
2024
Q3 		$221K Buy
+438
New +$213K 0.1% 221
2024
Q2 		– Sell
-373
Closed -$201K – 341
2024
Q1 		$201K Buy
+373
New +$204K 0.04% 407
2023
Q3 		– Sell
-1,647
Closed -$827K – 509
2023
Q2 		$827K Sell
1,647
-28
-2% -$13.4K 0.09% 234
2023
Q1 		$838K Sell
1,675
-232
-12% -$111K 0.09% 230
2022
Q4 		$778K Buy
1,907
+466
+32% +$181K 0.1% 234
2022
Q3 		$469K Buy
1,441
+181
+14% +$66.5K 0.06% 305
2022
Q2 		$442K Sell
1,260
-109
-8% -$44.4K 0.06% 338
2022
Q1 		$749K Buy
1,369
+807
+144% +$425K 0.08% 244
2021
Q4 		$370K Buy
562
+77
+16% +$48.3K 0.04% 403
2021
Q3 		$302K Buy
485
+48
+11% +$32.3K 0.04% 419
2021
Q2 		$276K Hold
437
– – 0.04% 414
2021
Q1 		$214K Buy
+437
New +$219K 0.04% 436

Other funds holding IDXX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Baker Tilly Wealth Management's IDXX Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Idexx Laboratories (IDXX) in Q3 2026, closing a stake of 591 shares — an estimated $311K sold.

Baker Tilly Wealth Management first reported a position in IDXX in Q1 2021 and held it in 18 quarters. The position peaked at $838K in Q1 2023. 33 funds tracked by Wall St. Rank hold IDXX as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Idexx Laboratories position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 591 Idexx Laboratories shares in Q3 2026, an estimated $311K.
  • Baker Tilly Wealth Management first reported a position in Idexx Laboratories in Q1 2021 and held it in 18 quarters.
  • Baker Tilly Wealth Management's Idexx Laboratories position peaked at $838K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.