CAWM
IDXX icon

Capital A Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Capital A 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
2025
Q2 		$5K Sell
9
-32
-78% -$15.3K 0.06% 238
2025
Q1 		$17.2K Hold
41
– – 0.02% 240
2024
Q4 		$17K Buy
+41
New +$18K 0.03% 250

Other funds holding IDXX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital A Wealth Management's IDXX Position: Q2 2025 in Review

Capital A Wealth Management reduced its Idexx Laboratories (IDXX) stake by 78% in Q2 2025, selling an estimated $15.3K and leaving 9 shares worth $5K. The position accounts for 0.06% of the portfolio, ranked #238.

Capital A Wealth Management first reported a position in IDXX in Q4 2024 and has held it in 3 quarters since. The position peaked at $17.2K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold IDXX as of Q2 2025.

  • Capital A Wealth Management held 9 shares of Idexx Laboratories worth $5K as of Q2 2025.
  • Capital A Wealth Management sold 32 Idexx Laboratories shares in Q2 2025, an estimated $15.3K.
  • Idexx Laboratories made up 0.06% of Capital A Wealth Management's portfolio in Q2 2025, its #238 holding.
  • Capital A Wealth Management first reported a position in Idexx Laboratories in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Idexx Laboratories position peaked at $17.2K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.