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Montis Financial’s Idexx Laboratories IDXX Stock Holding History

Montis Financial’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 		$290K Buy
516
+59
+13% +$37.8K 0.06% 128
2025
Q4 		$309K Buy
457
+8
+2% +$5.45K 0.06% 124
2025
Q3 		$287K Buy
+449
New +$273K 0.07% 129
2022
Q1 		– Sell
-323
Closed -$213K – 76
2021
Q4 		$213K Buy
+323
New +$203K 0.15% 83
2021
Q3 		– Sell
-377
Closed -$238K – 69
2021
Q2 		$238K Buy
+377
New +$208K 0.2% 62

Other funds holding IDXX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montis Financial's IDXX Position: Q1 2026 in Review

Montis Financial increased its Idexx Laboratories (IDXX) stake by 13% in Q1 2026, buying an estimated $37.8K and bringing the position to 516 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #128.

Montis Financial first reported a position in IDXX in Q2 2021 and has held it in 5 quarters since. The position peaked at $309K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Montis Financial held 516 shares of Idexx Laboratories worth $290K as of Q1 2026.
  • Montis Financial bought 59 Idexx Laboratories shares in Q1 2026, an estimated $37.8K.
  • Idexx Laboratories made up 0.06% of Montis Financial's portfolio in Q1 2026, its #128 holding.
  • Montis Financial first reported a position in Idexx Laboratories in Q2 2021 and has held it in 5 quarters since.
  • Montis Financial's Idexx Laboratories position peaked at $309K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.