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Bernard Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Bernard 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
Q2 		– Sell
-15
Closed -$8.43K – 343
2026
Q1 		$8.43K Hold
15
– – ﹤0.01% 236
2025
Q4 		$10.1K Hold
15
– – ﹤0.01% 219
2025
Q3 		$9.58K Hold
15
– – ﹤0.01% 220
2025
Q2 		$8.05K Hold
15
– – ﹤0.01% 224
2025
Q1 		$6.3K Hold
15
– – ﹤0.01% 243
2024
Q4 		$6.2K Buy
+15
New +$6.58K ﹤0.01% 227

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bernard Wealth Management's IDXX Position: Q2 2026 in Review

Bernard Wealth Management sold out of Idexx Laboratories (IDXX) in Q2 2026, closing a stake of 15 shares — an estimated $8.43K sold.

Bernard Wealth Management first reported a position in IDXX in Q4 2024 and held it in 6 quarters. The position peaked at $10.1K in Q4 2025. 1,294 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Bernard Wealth Management reported no remaining Idexx Laboratories position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 15 Idexx Laboratories shares in Q2 2026, an estimated $8.43K.
  • Bernard Wealth Management first reported a position in Idexx Laboratories in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Idexx Laboratories position peaked at $10.1K in Q4 2025.
  • 1,294 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.