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LVW Advisors’s Idexx Laboratories IDXX Stock Holding History

LVW Advisors’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 		$240K Buy
456
+37
+9% +$20.8K 0.02% 400
2026
Q1 		$235K Sell
419
-20
-5% -$12.8K 0.02% 380
2025
Q4 		$297K Buy
439
+36
+9% +$24.5K 0.03% 277
2025
Q3 		$257K Buy
+403
New +$245K 0.03% 300

Other funds holding IDXX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

LVW Advisors's IDXX Position: Q2 2026 in Review

LVW Advisors increased its Idexx Laboratories (IDXX) stake by 8.8% in Q2 2026, buying an estimated $20.8K and bringing the position to 456 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #400.

LVW Advisors first reported a position in IDXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $297K in Q4 2025. 488 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • LVW Advisors held 456 shares of Idexx Laboratories worth $240K as of Q2 2026.
  • LVW Advisors bought 37 Idexx Laboratories shares in Q2 2026, an estimated $20.8K.
  • Idexx Laboratories made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #400 holding.
  • LVW Advisors first reported a position in Idexx Laboratories in Q3 2025 and has held it in 4 quarters since.
  • LVW Advisors's Idexx Laboratories position peaked at $297K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.