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Journey Retirement Planning & Investment Management’s Idexx Laboratories IDXX Stock Holding History

Journey Retirement Planning & Investment 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 		$220K Sell
417
-29
-7% -$16.3K 0.17% 145
2026
Q1 		$251K Sell
446
-1,418
-76% -$909K 0.22% 116
2025
Q4 		$1.26M Buy
+1,864
New +$1.27M 0.26% 97

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Polen Capital Management
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MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Journey Retirement Planning & Investment Management's IDXX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Idexx Laboratories (IDXX) stake by 6.5% in Q2 2026, selling an estimated $16.3K and leaving 417 shares worth $220K. The position accounts for 0.17% of the portfolio, ranked #145.

Journey Retirement Planning & Investment Management first reported a position in IDXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 665 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 417 shares of Idexx Laboratories worth $220K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 29 Idexx Laboratories shares in Q2 2026, an estimated $16.3K.
  • Idexx Laboratories made up 0.17% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #145 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Idexx Laboratories in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Idexx Laboratories position peaked at $1.26M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.