Lipe & Dalton
IDXX icon

Lipe & Dalton’s Idexx Laboratories IDXX Stock Holding History

Lipe & Dalton’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
Q3 		$413K Hold
790
– – 0.19% 62
2026
Q2 		$416K Hold
790
– – 0.19% 62
2026
Q1 		$444K Hold
790
– – 0.23% 56
2025
Q4 		$534K Hold
790
– – 0.26% 58
2025
Q3 		$505K Buy
+790
New +$480K 0.25% 62

Other funds holding IDXX

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Lipe & Dalton's IDXX Position: Q3 2026 in Review

Lipe & Dalton held its Idexx Laboratories (IDXX) position steady in Q3 2026 at 790 shares worth $413K. The position accounts for 0.19% of the portfolio, ranked #62.

Lipe & Dalton first reported a position in IDXX in Q3 2025 and has held it in 5 quarters since. The position peaked at $534K in Q4 2025. 498 funds tracked by Wall St. Rank hold IDXX as of Q3 2026.

  • Lipe & Dalton held 790 shares of Idexx Laboratories worth $413K as of Q3 2026.
  • Lipe & Dalton left its Idexx Laboratories share count unchanged in Q3 2026.
  • Idexx Laboratories made up 0.19% of Lipe & Dalton's portfolio in Q3 2026, its #62 holding.
  • Lipe & Dalton first reported a position in Idexx Laboratories in Q3 2025 and has held it in 5 quarters since.
  • Lipe & Dalton's Idexx Laboratories position peaked at $534K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.