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Essential Planning’s Idexx Laboratories IDXX Stock Holding History

Essential 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
2026
Q1 		$314K Hold
559
– – 0.1% 73
2025
Q4 		$378K Buy
+559
New +$381K 0.12% 62

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

Essential Planning's IDXX Position: Q1 2026 in Review

Essential Planning held its Idexx Laboratories (IDXX) position steady in Q1 2026 at 559 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #73.

Essential Planning first reported a position in IDXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $378K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Essential Planning held 559 shares of Idexx Laboratories worth $314K as of Q1 2026.
  • Essential Planning left its Idexx Laboratories share count unchanged in Q1 2026.
  • Idexx Laboratories made up 0.1% of Essential Planning's portfolio in Q1 2026, its #73 holding.
  • Essential Planning first reported a position in Idexx Laboratories in Q4 2025 and has held it in 2 quarters since.
  • Essential Planning's Idexx Laboratories position peaked at $378K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.