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Goldstein Advisors’s Idexx Laboratories IDXX Stock Holding History

Goldstein 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
2025
Q2 		– Sell
-826
Closed -$347K – 217
2025
Q1 		$347K Buy
826
+4
+0.5% +$1.74K 0.05% 124
2024
Q4 		$340K Sell
822
-2
-0.2% -$877 0.05% 119
2024
Q3 		$416K Buy
824
+4
+0.5% +$1.94K 0.06% 98
2024
Q2 		$400K Hold
820
– – 0.07% 96
2024
Q1 		$443K Hold
820
– – 0.08% 87
2023
Q4 		$455K Sell
820
-3
-0.4% -$1.41K 0.08% 110
2023
Q3 		$360K Buy
823
+3
+0.4% +$1.5K 0.08% 92
2023
Q2 		$412K Sell
820
-10
-1% -$4.79K 0.09% 84
2023
Q1 		$415K Buy
830
+10
+1% +$4.79K 0.09% 84
2022
Q4 		$335K Buy
+820
New +$318K 0.08% 93

Other funds holding IDXX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return