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Cyndeo Wealth Partners’s Idexx Laboratories IDXX Stock Holding History

Cyndeo Wealth Partners’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 		$303K Sell
576
-5
-0.9% -$2.8K 0.01% 433
2026
Q1 		$326K Sell
581
-47
-7% -$30.1K 0.02% 392
2025
Q4 		$425K Buy
628
+56
+10% +$38.1K 0.02% 343
2025
Q3 		$365K Buy
572
+9
+2% +$5.46K 0.02% 357
2025
Q2 		$302K Buy
563
+7
+1% +$3.35K 0.02% 382
2025
Q1 		$233K Buy
556
+3
+0.5% +$1.3K 0.02% 416
2024
Q4 		$229K Sell
553
-11
-2% -$4.83K 0.02% 411
2024
Q3 		$285K Buy
564
+7
+1% +$3.4K 0.02% 375
2024
Q2 		$271K Sell
557
-9
-2% -$4.52K 0.02% 344
2024
Q1 		$306K Buy
566
+146
+35% +$79.8K 0.03% 323
2023
Q4 		$233K Sell
420
-106
-20% -$49.8K 0.02% 335
2023
Q3 		$230K Buy
526
+2
+0.4% +$997 0.02% 306
2023
Q2 		$263K Buy
524
+28
+6% +$13.4K 0.03% 283
2023
Q1 		$248K Buy
+496
New +$237K 0.03% 286

Other funds holding IDXX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIM
Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Cyndeo Wealth Partners's IDXX Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Idexx Laboratories (IDXX) stake by 0.86% in Q2 2026, selling an estimated $2.8K and leaving 576 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #433.

Cyndeo Wealth Partners first reported a position in IDXX in Q1 2023 and has held it in 14 quarters since. The position peaked at $425K in Q4 2025. 235 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Cyndeo Wealth Partners held 576 shares of Idexx Laboratories worth $303K as of Q2 2026.
  • Cyndeo Wealth Partners sold 5 Idexx Laboratories shares in Q2 2026, an estimated $2.8K.
  • Idexx Laboratories made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #433 holding.
  • Cyndeo Wealth Partners first reported a position in Idexx Laboratories in Q1 2023 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Idexx Laboratories position peaked at $425K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.