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Everhart Financial Group’s Idexx Laboratories IDXX Stock Holding History

Everhart Financial Group’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 		$1.02M Sell
1,939
-111
-5% -$62.3K 0.07% 166
2026
Q1 		$1.15M Sell
2,050
-76
-4% -$48.7K 0.1% 143
2025
Q4 		$1.44M Buy
2,126
+164
+8% +$112K 0.13% 101
2025
Q3 		$1.25M Buy
1,962
+139
+8% +$84.4K 0.13% 108
2025
Q2 		$978K Buy
1,823
+538
+42% +$257K 0.11% 121
2025
Q1 		$540K Buy
1,285
+539
+72% +$234K 0.07% 191
2024
Q4 		$308K Sell
746
-213
-22% -$93.4K 0.06% 253
2024
Q3 		$485K Sell
959
-235
-20% -$114K 0.11% 196
2024
Q2 		$582K Buy
1,194
+214
+22% +$107K 0.15% 138
2024
Q1 		$529K Buy
980
+68
+7% +$37.2K 0.15% 140
2023
Q4 		$506K Buy
912
+132
+17% +$62K 0.18% 112
2023
Q3 		$341K Sell
780
-13
-2% -$6.48K 0.14% 139
2023
Q2 		$398K Buy
793
+27
+4% +$12.9K 0.16% 120
2023
Q1 		$383K Buy
766
+68
+10% +$32.5K 0.17% 111
2022
Q4 		$285K Buy
+698
New +$271K 0.14% 127

Other funds holding IDXX

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIM
Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Everhart Financial Group's IDXX Position: Q2 2026 in Review

Everhart Financial Group reduced its Idexx Laboratories (IDXX) stake by 5.4% in Q2 2026, selling an estimated $62.3K and leaving 1,939 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #166.

Everhart Financial Group first reported a position in IDXX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2025. 204 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Everhart Financial Group held 1,939 shares of Idexx Laboratories worth $1.02M as of Q2 2026.
  • Everhart Financial Group sold 111 Idexx Laboratories shares in Q2 2026, an estimated $62.3K.
  • Idexx Laboratories made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #166 holding.
  • Everhart Financial Group first reported a position in Idexx Laboratories in Q4 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's Idexx Laboratories position peaked at $1.44M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.