Evermay Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Evermay 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 Q2	$31.1K	Sell	59 -82	-58%	-$46K	﹤0.01%	405
2026 Q1	$79.2K	Hold	141	–	–	0.01%	279
2025 Q4	$95.4K	Buy	141 +121	+605%	+$82.4K	0.01%	263
2025 Q3	$12.8K	Hold	20	–	–	﹤0.01%	426
2025 Q2	$10.7K	Hold	20	–	–	﹤0.01%	441
2025 Q1	$8.4K	Hold	20	–	–	﹤0.01%	458
2024 Q4	$8.27K	Hold	20	–	–	﹤0.01%	458
2024 Q3	$10.1K	Hold	20	–	–	﹤0.01%	461
2024 Q2	$9.74K	Hold	20	–	–	﹤0.01%	458
2024 Q1	$10.8K	Sell	20 -1	-5%	-$546	﹤0.01%	459
2023 Q4	$11.7K	Buy	21 +1	+5%	+$469	﹤0.01%	438
2023 Q3	$8.75K	Buy	+20	New	+$9.97K	﹤0.01%	444

Other funds holding IDXX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evermay Wealth Management's IDXX Position: Q2 2026 in Review

Evermay Wealth Management reduced its Idexx Laboratories (IDXX) stake by 58% in Q2 2026, selling an estimated $46K and leaving 59 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Evermay Wealth Management first reported a position in IDXX in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.4K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

Evermay Wealth Management held 59 shares of Idexx Laboratories worth $31.1K as of Q2 2026.
Evermay Wealth Management sold 82 Idexx Laboratories shares in Q2 2026, an estimated $46K.
Idexx Laboratories made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #405 holding.
Evermay Wealth Management first reported a position in Idexx Laboratories in Q3 2023 and has held it in 12 quarters since.
Evermay Wealth Management's Idexx Laboratories position peaked at $95.4K in Q4 2025.
1,303 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.