Heritage Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Heritage 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 Q1	$153K	Buy	272 +141	+108%	+$90.4K	0.01%	224
2025 Q4	$88.6K	Hold	131	–	–	﹤0.01%	272
2025 Q3	$83.7K	Hold	131	–	–	﹤0.01%	262
2025 Q2	$70.3K	Hold	131	–	–	﹤0.01%	277
2025 Q1	$55K	Sell	131 -33	-20%	-$14.3K	﹤0.01%	294
2024 Q4	$67.8K	Hold	164	–	–	﹤0.01%	286
2024 Q3	$82.9K	Hold	164	–	–	﹤0.01%	283
2024 Q2	$79.9K	Sell	164 -34	-17%	-$17.1K	﹤0.01%	268
2024 Q1	$107K	Hold	198	–	–	﹤0.01%	257
2023 Q4	$110K	Hold	198	–	–	0.01%	258
2023 Q3	$86.6K	Hold	198	–	–	﹤0.01%	264
2023 Q2	$99.4K	Sell	198 -35	-15%	-$16.8K	0.01%	256
2023 Q1	$117K	Hold	233	–	–	0.01%	245
2022 Q4	$95.1K	Buy	233 +153	+191%	+$59.4K	0.01%	267
2022 Q3	$26.1K	Hold	80	–	–	﹤0.01%	355
2022 Q2	$28K	Hold	80	–	–	﹤0.01%	381
2022 Q1	$44K	Hold	80	–	–	﹤0.01%	329
2021 Q4	$53K	Hold	80	–	–	﹤0.01%	326
2021 Q3	$49.8K	Hold	80	–	–	﹤0.01%	318
2021 Q2	$50.5K	Hold	80	–	–	﹤0.01%	324
2021 Q1	$39.1K	Buy	+80	New	+$40.1K	﹤0.01%	357

Other funds holding IDXX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's IDXX Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Idexx Laboratories (IDXX) stake by 108% in Q1 2026, buying an estimated $90.4K and bringing the position to 272 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #224.

Heritage Wealth Advisors first reported a position in IDXX in Q1 2021 and has held it in 21 quarters since. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

Heritage Wealth Advisors held 272 shares of Idexx Laboratories worth $153K as of Q1 2026.
Heritage Wealth Advisors bought 141 Idexx Laboratories shares in Q1 2026, an estimated $90.4K.
Idexx Laboratories made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #224 holding.
Heritage Wealth Advisors first reported a position in Idexx Laboratories in Q1 2021 and has held it in 21 quarters since.
1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.