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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldstein Advisors's IDXX Position: Q2 2025 in Review

Goldstein Advisors sold out of Idexx Laboratories (IDXX) in Q2 2025, closing a stake of 826 shares — an estimated $347K sold.

Goldstein Advisors first reported a position in IDXX in Q4 2022 and held it in 10 quarters. The position peaked at $455K in Q4 2023. 1,234 funds tracked by Wall St. Rank hold IDXX as of Q2 2025.

  • Goldstein Advisors reported no remaining Idexx Laboratories position as of Q2 2025 after selling out during the quarter.
  • Goldstein Advisors sold 826 Idexx Laboratories shares in Q2 2025, an estimated $347K.
  • Goldstein Advisors first reported a position in Idexx Laboratories in Q4 2022 and held it in 10 quarters.
  • Goldstein Advisors's Idexx Laboratories position peaked at $455K in Q4 2023.
  • 1,234 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2025.

Based on Goldstein Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.