Institute for Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Institute for Wealth Management’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 Q2	$215K	Sell	408 -1	-0.2%	-$561	0.02%	500
2026 Q1	$230K	Hold	409	–	–	0.02%	491
2025 Q4	$276K	Buy	409 +1	+0.2%	+$681	0.03%	455
2025 Q3	$260K	Hold	408	–	–	0.03%	489
2025 Q2	$219K	Buy	+408	New	+$195K	0.02%	520
2024 Q4	–	Sell	-1,027	Closed	-$519K	–	537
2024 Q3	$519K	Buy	1,027 +312	+44%	+$152K	0.07%	293
2024 Q2	$348K	Buy	715 +300	+72%	+$151K	0.05%	361
2024 Q1	$224K	Sell	415 -1	-0.2%	-$546	0.03%	458
2023 Q4	$231K	Buy	+416	New	+$195K	0.04%	426
2023 Q3	–	Sell	-420	Closed	-$211K	–	465
2023 Q2	$211K	Sell	420 -11	-3%	-$5.27K	0.04%	428
2023 Q1	$215K	Buy	+431	New	+$206K	0.04%	416
2022 Q1	–	Sell	-340	Closed	-$224K	–	552
2021 Q4	$224K	Sell	340 -18	-5%	-$11.3K	0.04%	447
2021 Q3	$223K	Buy	+358	New	+$241K	0.04%	441

Other funds holding IDXX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Institute for Wealth Management's IDXX Position: Q2 2026 in Review

Institute for Wealth Management reduced its Idexx Laboratories (IDXX) stake by 0.24% in Q2 2026, selling an estimated $561 and leaving 408 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #500.

Institute for Wealth Management first reported a position in IDXX in Q3 2021 and has held it in 13 quarters since. The position peaked at $519K in Q3 2024. 1,295 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

Institute for Wealth Management held 408 shares of Idexx Laboratories worth $215K as of Q2 2026.
Institute for Wealth Management sold 1 Idexx Laboratories share in Q2 2026, an estimated $561.
Idexx Laboratories made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #500 holding.
Institute for Wealth Management first reported a position in Idexx Laboratories in Q3 2021 and has held it in 13 quarters since.
Institute for Wealth Management's Idexx Laboratories position peaked at $519K in Q3 2024.
1,295 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.