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Opal Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Opal Wealth 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
2025
Q3 		– Sell
-55
Closed -$29.5K – 354
2025
Q2 		$29.5K Buy
+55
New +$26.3K 0.01% 480
2024
Q3 		– Sell
-129
Closed -$62.8K – 649
2024
Q2 		$62.8K Buy
+129
New +$64.8K 0.02% 330

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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

Opal Wealth Advisors's IDXX Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Idexx Laboratories (IDXX) in Q3 2025, closing a stake of 55 shares — an estimated $29.5K sold.

Opal Wealth Advisors first reported a position in IDXX in Q2 2024 and held it in 2 quarters. The position peaked at $62.8K in Q2 2024. 1,302 funds tracked by Wall St. Rank hold IDXX as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Idexx Laboratories position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 55 Idexx Laboratories shares in Q3 2025, an estimated $29.5K.
  • Opal Wealth Advisors first reported a position in Idexx Laboratories in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Idexx Laboratories position peaked at $62.8K in Q2 2024.
  • 1,302 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2025.

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