Connecticut Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Connecticut 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	$265K	Buy	503 +129	+34%	+$72.4K	0.01%	308
2026 Q1	$210K	Hold	374	–	–	0.01%	321
2025 Q4	$253K	Buy	+374	New	+$255K	0.01%	283
2024 Q2	–	Sell	-432	Closed	-$233K	–	330
2024 Q1	$233K	Sell	432 -188	-30%	-$103K	0.01%	301
2023 Q4	$344K	Buy	620 +23	+4%	+$10.8K	0.02%	250
2023 Q3	$261K	Buy	+597	New	+$298K	0.02%	248

Other funds holding IDXX

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Connecticut Wealth Management increased its Idexx Laboratories (IDXX) stake by 34% in Q2 2026, buying an estimated $72.4K and bringing the position to 503 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #308.

Connecticut Wealth Management first reported a position in IDXX in Q3 2023 and has held it in 6 quarters since. The position peaked at $344K in Q4 2023. 595 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

Connecticut Wealth Management held 503 shares of Idexx Laboratories worth $265K as of Q2 2026.
Connecticut Wealth Management bought 129 Idexx Laboratories shares in Q2 2026, an estimated $72.4K.
Idexx Laboratories made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #308 holding.
Connecticut Wealth Management first reported a position in Idexx Laboratories in Q3 2023 and has held it in 6 quarters since.
Connecticut Wealth Management's Idexx Laboratories position peaked at $344K in Q4 2023.
595 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.