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Dynasty Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Dynasty 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
Q1 		– Sell
-350
Closed -$237K – 361
2025
Q4 		$237K Buy
+350
New +$238K ﹤0.01% 318
2025
Q3 		– Sell
-425
Closed -$228K – 331
2025
Q2 		$228K Sell
425
-133
-24% -$63.6K ﹤0.01% 225
2025
Q1 		$234K Buy
+558
New +$242K ﹤0.01% 245
2024
Q4 		– Sell
-452
Closed -$228K – 259
2024
Q3 		$228K Buy
452
+17
+4% +$8.26K 0.01% 219
2024
Q2 		$212K Buy
435
+39
+10% +$19.6K 0.01% 234
2024
Q1 		$214K Buy
+396
New +$216K 0.01% 247

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management's IDXX Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Idexx Laboratories (IDXX) in Q1 2026, closing a stake of 350 shares — an estimated $237K sold.

Dynasty Wealth Management first reported a position in IDXX in Q1 2024 and held it in 6 quarters. The position peaked at $237K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Idexx Laboratories position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 350 Idexx Laboratories shares in Q1 2026, an estimated $237K.
  • Dynasty Wealth Management first reported a position in Idexx Laboratories in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Idexx Laboratories position peaked at $237K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.