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MorganRosel Wealth Management’s Idexx Laboratories IDXX Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-63
Closed -$33.8K – 218
2025
Q2 		$33.8K Hold
63
– – 0.01% 205
2025
Q1 		$26.5K Buy
+63
New +$27.4K 0.01% 205
2022
Q1 		– Sell
-1,258
Closed -$828K – 93
2021
Q4 		$828K Buy
1,258
+60
+5% +$37.7K 0.4% 53
2021
Q3 		$745K Sell
1,198
-372
-24% -$250K 0.41% 50
2021
Q2 		$992K Sell
1,570
-57
-4% -$31.5K 0.56% 31
2021
Q1 		$796K Sell
1,627
-9
-0.6% -$4.51K 0.5% 44
2020
Q4 		$818K Buy
1,636
+32
+2% +$14.3K 0.58% 36
2020
Q3 		$631K Buy
+1,604
New +$593K 0.51% 41

Other funds holding IDXX

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MorganRosel Wealth Management's IDXX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Idexx Laboratories (IDXX) in Q3 2025, closing a stake of 63 shares — an estimated $33.8K sold.

MorganRosel Wealth Management first reported a position in IDXX in Q3 2020 and held it in 8 quarters. The position peaked at $992K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold IDXX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Idexx Laboratories position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 63 Idexx Laboratories shares in Q3 2025, an estimated $33.8K.
  • MorganRosel Wealth Management first reported a position in Idexx Laboratories in Q3 2020 and held it in 8 quarters.
  • MorganRosel Wealth Management's Idexx Laboratories position peaked at $992K in Q2 2021.
  • 1,302 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.