EWA
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EverSource Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

EverSource 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 		$251K Sell
476
-244
-34% -$137K 0.01% 897
2026
Q1 		$405K Buy
720
+7
+1% +$4.49K 0.01% 700
2025
Q4 		$482K Buy
713
+92
+15% +$62.7K 0.02% 555
2025
Q3 		$397K Buy
621
+15
+2% +$9.11K 0.02% 593
2025
Q2 		$325K Buy
606
+147
+32% +$70.3K 0.01% 637
2025
Q1 		$193K Buy
459
+6
+1% +$2.6K 0.01% 674
2024
Q4 		$187K Buy
453
+201
+80% +$88.2K 0.01% 677
2024
Q3 		$127K Sell
252
-28
-10% -$13.6K 0.01% 710
2024
Q2 		$133K Sell
280
-22
-7% -$11K 0.01% 699
2024
Q1 		$149K Sell
302
-8
-3% -$4.37K 0.01% 580
2023
Q4 		$172K Buy
310
+51
+20% +$23.9K 0.02% 472
2023
Q3 		$113K Sell
259
-1
-0.4% -$499 0.01% 531
2023
Q2 		$131K Buy
260
+24
+10% +$11.5K 0.01% 494
2023
Q1 		$118K Buy
236
+23
+11% +$11K 0.01% 492
2022
Q4 		$86.9K Buy
213
+31
+17% +$12K 0.01% 552
2022
Q3 		$60K Sell
182
-34
-16% -$12.5K 0.01% 589
2022
Q2 		$77K Buy
216
+170
+370% +$69.3K 0.02% 457
2022
Q1 		$25K Buy
46
+4
+10% +$2.1K 0.01% 622
2021
Q4 		$28K Buy
+42
New +$26.4K 0.01% 557

Other funds holding IDXX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 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

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

EverSource Wealth Advisors reduced its Idexx Laboratories (IDXX) stake by 34% in Q2 2026, selling an estimated $137K and leaving 476 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #897.

EverSource Wealth Advisors first reported a position in IDXX in Q4 2021 and has held it in 19 quarters since. The position peaked at $482K in Q4 2025. 321 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • EverSource Wealth Advisors held 476 shares of Idexx Laboratories worth $251K as of Q2 2026.
  • EverSource Wealth Advisors sold 244 Idexx Laboratories shares in Q2 2026, an estimated $137K.
  • Idexx Laboratories made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #897 holding.
  • EverSource Wealth Advisors first reported a position in Idexx Laboratories in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Idexx Laboratories position peaked at $482K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.