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Grunden Financial Advisory’s Idexx Laboratories IDXX Stock Holding History

Grunden Financial 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
2025
Q4 		$321K Hold
475
– – 0.13% 24
2025
Q3 		$303K Hold
475
– – 0.12% 24
2025
Q2 		$255K Buy
+475
New +$227K 0.11% 27

Other funds holding IDXX

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Grunden Financial Advisory's IDXX Position: Q4 2025 in Review

Grunden Financial Advisory held its Idexx Laboratories (IDXX) position steady in Q4 2025 at 475 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #24.

Grunden Financial Advisory first reported a position in IDXX in Q2 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold IDXX as of Q4 2025.

  • Grunden Financial Advisory held 475 shares of Idexx Laboratories worth $321K as of Q4 2025.
  • Grunden Financial Advisory left its Idexx Laboratories share count unchanged in Q4 2025.
  • Idexx Laboratories made up 0.13% of Grunden Financial Advisory's portfolio in Q4 2025, its #24 holding.
  • Grunden Financial Advisory first reported a position in Idexx Laboratories in Q2 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.