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Evergreen Private Wealth’s Idexx Laboratories IDXX Stock Holding History

Evergreen Private Wealth’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
2025
Q3 		– Sell
-4
Closed -$2.15K – 272
2025
Q2 		$2.15K Buy
+4
New +$1.91K ﹤0.01% 243
2024
Q3 		– Sell
-36
Closed -$17.5K – 214
2024
Q2 		$17.5K Buy
+36
New +$18.1K 0.01% 152

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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Evergreen Private Wealth's IDXX Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Idexx Laboratories (IDXX) in Q3 2025, closing a stake of 4 shares — an estimated $2.15K sold.

Evergreen Private Wealth first reported a position in IDXX in Q2 2024 and held it in 2 quarters. The position peaked at $17.5K in Q2 2024. 1,302 funds tracked by Wall St. Rank hold IDXX as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Idexx Laboratories position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 4 Idexx Laboratories shares in Q3 2025, an estimated $2.15K.
  • Evergreen Private Wealth first reported a position in Idexx Laboratories in Q2 2024 and held it in 2 quarters.
  • Evergreen Private Wealth's Idexx Laboratories position peaked at $17.5K in Q2 2024.
  • 1,302 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.