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Dogwood Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Dogwood 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 		$9.48K Sell
18
-11
-38% -$6.17K ﹤0.01% 394
2026
Q1 		$16.3K Buy
29
+14
+93% +$8.98K 0.01% 272
2025
Q4 		$10.1K Buy
15
+5
+50% +$3.4K ﹤0.01% 290
2025
Q3 		$6.39K Hold
10
– – ﹤0.01% 350
2025
Q2 		$5.39K Buy
10
+6
+150% +$2.87K ﹤0.01% 419
2025
Q1 		$1.68K Sell
4
-1,486
-100% -$645K ﹤0.01% 372
2024
Q4 		$616K Buy
1,490
+215
+17% +$94.3K 0.33% 59
2024
Q3 		$644K Buy
1,275
+188
+17% +$91.3K 0.37% 46
2024
Q2 		$530K Buy
1,087
+394
+57% +$198K 0.33% 51
2024
Q1 		$374K Buy
+693
New +$379K 0.25% 55
2023
Q4 		– Hold
0
– – – 337

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Idexx Laboratories (IDXX) stake by 38% in Q2 2026, selling an estimated $6.17K and leaving 18 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Dogwood Wealth Management first reported a position in IDXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $644K in Q3 2024. 1,296 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Dogwood Wealth Management held 18 shares of Idexx Laboratories worth $9.48K as of Q2 2026.
  • Dogwood Wealth Management sold 11 Idexx Laboratories shares in Q2 2026, an estimated $6.17K.
  • Idexx Laboratories made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Dogwood Wealth Management first reported a position in Idexx Laboratories in Q1 2024 and has held it in 10 quarters since.
  • Dogwood Wealth Management's Idexx Laboratories position peaked at $644K in Q3 2024.
  • 1,296 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.