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Congress Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Congress 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 		$2.61M Buy
4,857
+527
+12% +$252K 0.03% 515
2025
Q1 		$1.82M Buy
4,330
+3,257
+304% +$1.41M 0.02% 512
2024
Q4 		$444K Sell
1,073
-116
-10% -$50.9K 0.01% 663
2024
Q3 		$601K Buy
1,189
+396
+50% +$192K 0.01% 601
2024
Q2 		$387K Sell
793
-98
-11% -$49.2K 0.01% 568
2024
Q1 		$482K Buy
891
+40
+5% +$21.9K 0.01% 453
2023
Q4 		$473K Sell
851
-75
-8% -$35.2K 0.01% 472
2023
Q3 		$405K Buy
926
+279
+43% +$139K 0.01% 486
2023
Q2 		$325K Hold
647
– – 0.01% 475
2023
Q1 		$324K Sell
647
-25
-4% -$12K 0.01% 477
2022
Q4 		$275K Sell
672
-42
-6% -$16.3K 0.01% 498
2022
Q3 		$233K Sell
714
-25
-3% -$9.18K 0.01% 503
2022
Q2 		$259K Sell
739
-2
-0.3% -$816 0.01% 497
2022
Q1 		$406K Sell
741
-874
-54% -$460K 0.01% 471
2021
Q4 		$1.06M Buy
+1,615
New +$1.01M 0.02% 365

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 $13.6B AUM 7.6% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's IDXX Position: Q2 2025 in Review

Congress Wealth Management increased its Idexx Laboratories (IDXX) stake by 12% in Q2 2025, buying an estimated $252K and bringing the position to 4,857 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #515.

Congress Wealth Management first reported a position in IDXX in Q4 2021 and has held it in 15 quarters since. 1,234 funds tracked by Wall St. Rank hold IDXX as of Q2 2025.

  • Congress Wealth Management held 4,857 shares of Idexx Laboratories worth $2.61M as of Q2 2025.
  • Congress Wealth Management bought 527 Idexx Laboratories shares in Q2 2025, an estimated $252K.
  • Idexx Laboratories made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #515 holding.
  • Congress Wealth Management first reported a position in Idexx Laboratories in Q4 2021 and has held it in 15 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.