Mowery & Schoenfeld Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Mowery & Schoenfeld 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 Q2	$17.9K	Hold	34	–	–	0.02%	198
2026 Q1	$19.1K	Sell	34 -20	-37%	-$12.8K	0.03%	177
2025 Q4	$36.5K	Buy	54 +20	+59%	+$13.6K	0.05%	159
2025 Q3	$21.7K	Hold	34	–	–	0.04%	171
2025 Q2	$18.2K	Buy	34 +6	+21%	+$2.87K	0.03%	179
2025 Q1	$11.8K	Buy	28 +6	+27%	+$2.6K	0.02%	254
2024 Q4	$9.1K	Sell	22 -46	-68%	-$20.2K	0.02%	238
2024 Q3	$34.4K	Buy	68 +60	+750%	+$29.1K	0.05%	123
2024 Q2	$3.9K	Hold	8	–	–	0.01%	181
2024 Q1	$4.32K	Sell	8 -2	-20%	-$1.09K	0.01%	127
2023 Q4	$5.55K	Buy	+10	New	+$4.7K	0.01%	128

Other funds holding IDXX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IDXX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Idexx Laboratories (IDXX) position steady in Q2 2026 at 34 shares worth $17.9K. The position accounts for 0.02% of the portfolio, ranked #198.

Mowery & Schoenfeld Wealth Management first reported a position in IDXX in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.5K in Q4 2025. 773 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 34 shares of Idexx Laboratories worth $17.9K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Idexx Laboratories share count unchanged in Q2 2026.
Idexx Laboratories made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #198 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Idexx Laboratories in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Idexx Laboratories position peaked at $36.5K in Q4 2025.
773 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.