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GoalVest Advisory’s Idexx Laboratories IDXX Stock Holding History

GoalVest Advisory’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
Q3 		$8.88K Buy
+17
New +$9.31K ﹤0.01% 467
2024
Q2 		– Sell
-5
Closed -$2.7K – 361
2024
Q1 		$2.7K Buy
+5
New +$2.73K ﹤0.01% 359
2022
Q2 		– Sell
-1
Closed -$1K – 413
2022
Q1 		$1K Buy
+1
New +$526 ﹤0.01% 336

Other funds holding IDXX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GoalVest Advisory's IDXX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Idexx Laboratories (IDXX) in Q3 2026: 17 shares worth $8.88K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in IDXX as recently as Q1 2024.

GoalVest Advisory first reported a position in IDXX in Q1 2022 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold IDXX as of Q3 2026.

  • GoalVest Advisory held 17 shares of Idexx Laboratories worth $8.88K as of Q3 2026.
  • Idexx Laboratories was a new GoalVest Advisory position in Q3 2026.
  • Idexx Laboratories made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #467 holding.
  • GoalVest Advisory first reported a position in Idexx Laboratories in Q1 2022 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.