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EP Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

EP Wealth Advisors’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 		$2.3M Buy
4,367
+2,254
+107% +$1.26M 0.01% 548
2026
Q1 		$1.19M Sell
2,113
-3,504
-62% -$2.25M 0.01% 594
2025
Q4 		$3.8M Buy
+5,617
New +$3.83M 0.02% 324
2025
Q2 		$2.37M Buy
4,412
+2,470
+127% +$1.18M 0.02% 384
2025
Q1 		$816K Sell
1,942
-38
-2% -$16.5K 0.01% 552
2024
Q4 		$819K Sell
1,980
-307
-13% -$135K 0.01% 559
2024
Q3 		$1.16M Sell
2,287
-352
-13% -$171K 0.01% 462
2024
Q2 		$1.29M Sell
2,639
-992
-27% -$498K 0.01% 347
2024
Q1 		$1.96M Sell
3,631
-16
-0.4% -$8.74K 0.02% 268
2023
Q4 		$2.02M Sell
3,647
-33
-0.9% -$15.5K 0.03% 254
2023
Q3 		$1.61M Sell
3,680
-189
-5% -$94.2K 0.03% 261
2023
Q2 		$1.86M Buy
+3,869
New +$1.85M 0.03% 246
2022
Q3 		– Sell
-1,860
Closed -$652K – 460
2022
Q2 		$652K Buy
1,860
+1,361
+273% +$555K 0.01% 325
2022
Q1 		$273K Buy
+499
New +$262K 0.01% 503

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

EP Wealth Advisors's IDXX Position: Q2 2026 in Review

EP Wealth Advisors increased its Idexx Laboratories (IDXX) stake by 107% in Q2 2026, buying an estimated $1.26M and bringing the position to 4,367 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #548.

EP Wealth Advisors first reported a position in IDXX in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.8M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • EP Wealth Advisors held 4,367 shares of Idexx Laboratories worth $2.3M as of Q2 2026.
  • EP Wealth Advisors bought 2,254 Idexx Laboratories shares in Q2 2026, an estimated $1.26M.
  • Idexx Laboratories made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #548 holding.
  • EP Wealth Advisors first reported a position in Idexx Laboratories in Q1 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Idexx Laboratories position peaked at $3.8M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.