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Carolina Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Carolina Wealth Advisors’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
Q3 		– Sell
-4
Closed -$2.15K – 263
2025
Q2 		$2.15K Hold
4
– – ﹤0.01% 223
2025
Q1 		$1.68K Hold
4
– – ﹤0.01% 237
2024
Q4 		$1.65K Hold
4
– – ﹤0.01% 247
2024
Q3 		$2.02K Buy
+4
New +$1.94K ﹤0.01% 278

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Carolina Wealth Advisors's IDXX Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Idexx Laboratories (IDXX) in Q3 2025, closing a stake of 4 shares — an estimated $2.15K sold.

Carolina Wealth Advisors first reported a position in IDXX in Q3 2024 and held it in 4 quarters. The position peaked at $2.15K in Q2 2025. 1,302 funds tracked by Wall St. Rank hold IDXX as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Idexx Laboratories position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 4 Idexx Laboratories shares in Q3 2025, an estimated $2.15K.
  • Carolina Wealth Advisors first reported a position in Idexx Laboratories in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Idexx Laboratories position peaked at $2.15K in Q2 2025.
  • 1,302 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.