Creative Planning
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Creative Planning’s Idexx Laboratories IDXX Stock Holding History

Creative Planning’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
2018
Q4 		– Sell
-1,000
Closed -$91K – 2013
2018
Q3 		$91K Hold
1,000
– – ﹤0.01% 1807
2018
Q2 		$51K Buy
+1,000
New +$206K ﹤0.01% 1849

Other funds holding IDXX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's IDXX Position: Q1 2026 in Review

Creative Planning increased its Idexx Laboratories (IDXX) stake by 2.8% in Q1 2026, buying an estimated $646K and bringing the position to 37,170 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #425.

Creative Planning first reported a position in IDXX in Q2 2013 and has held it in 51 quarters since. The position peaked at $24.5M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Creative Planning held 37,170 shares of Idexx Laboratories worth $20.9M as of Q1 2026.
  • Creative Planning bought 1,007 Idexx Laboratories shares in Q1 2026, an estimated $646K.
  • Idexx Laboratories made up 0.01% of Creative Planning's portfolio in Q1 2026, its #425 holding.
  • Creative Planning first reported a position in Idexx Laboratories in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Idexx Laboratories position peaked at $24.5M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.