OF
IDXX icon

Optimize Financial’s Idexx Laboratories IDXX Stock Holding History

Optimize 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
Q2 		$382K Sell
726
-2
-0.3% -$1.12K 0.14% 220
2026
Q1 		$409K Buy
728
+59
+9% +$37.8K 0.2% 192
2025
Q4 		$453K Buy
669
+8
+1% +$5.45K 0.23% 173
2025
Q3 		$422K Buy
661
+274
+71% +$166K 0.22% 187
2025
Q2 		$208K Buy
+387
New +$185K 0.13% 212

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Optimize Financial's IDXX Position: Q2 2026 in Review

Optimize Financial reduced its Idexx Laboratories (IDXX) stake by 0.27% in Q2 2026, selling an estimated $1.12K and leaving 726 shares worth $382K. The position accounts for 0.14% of the portfolio, ranked #220.

Optimize Financial first reported a position in IDXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $453K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Optimize Financial held 726 shares of Idexx Laboratories worth $382K as of Q2 2026.
  • Optimize Financial sold 2 Idexx Laboratories shares in Q2 2026, an estimated $1.12K.
  • Idexx Laboratories made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #220 holding.
  • Optimize Financial first reported a position in Idexx Laboratories in Q2 2025 and has held it in 5 quarters since.
  • Optimize Financial's Idexx Laboratories position peaked at $453K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.