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Keudell/Morrison Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Keudell/Morrison 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
Q1 		– Sell
-392
Closed -$265K – 251
2025
Q4 		$265K Buy
+392
New +$267K 0.06% 192
2025
Q2 		$208K Buy
+388
New +$186K 0.05% 213

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State Street
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Invesco
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Geode Capital Management
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BAMCO Inc
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Bank of New York Mellon
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keudell/Morrison Wealth Management's IDXX Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of Idexx Laboratories (IDXX) in Q1 2026, closing a stake of 392 shares — an estimated $265K sold.

Keudell/Morrison Wealth Management first reported a position in IDXX in Q2 2025 and held it in 2 quarters. The position peaked at $265K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Keudell/Morrison Wealth Management reported no remaining Idexx Laboratories position as of Q1 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 392 Idexx Laboratories shares in Q1 2026, an estimated $265K.
  • Keudell/Morrison Wealth Management first reported a position in Idexx Laboratories in Q2 2025 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Idexx Laboratories position peaked at $265K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.