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JFG Wealth Management’s Idexx Laboratories IDXX Stock Holding History

JFG 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
2025
Q2 		– Sell
-853
Closed -$358K – 74
2025
Q1 		$358K Buy
853
+115
+16% +$49.9K 0.08% 57
2024
Q4 		$305K Buy
+738
New +$324K 0.07% 79

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Geode Capital Management
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BAMCO Inc
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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 $1.02T AUM 30.18% 1-Year Est. Return

JFG Wealth Management's IDXX Position: Q2 2025 in Review

JFG Wealth Management sold out of Idexx Laboratories (IDXX) in Q2 2025, closing a stake of 853 shares — an estimated $358K sold.

JFG Wealth Management first reported a position in IDXX in Q4 2024 and held it in 2 quarters. The position peaked at $358K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold IDXX as of Q2 2025.

  • JFG Wealth Management reported no remaining Idexx Laboratories position as of Q2 2025 after selling out during the quarter.
  • JFG Wealth Management sold 853 Idexx Laboratories shares in Q2 2025, an estimated $358K.
  • JFG Wealth Management first reported a position in Idexx Laboratories in Q4 2024 and held it in 2 quarters.
  • JFG Wealth Management's Idexx Laboratories position peaked at $358K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.