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Personal CFO Solutions’s Idexx Laboratories IDXX Stock Holding History

Personal CFO Solutions’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 		$744K Sell
1,414
-298
-17% -$167K 0.11% 171
2026
Q1 		$962K Buy
1,712
+72
+4% +$46.2K 0.14% 133
2025
Q4 		$1.11M Buy
1,640
+3
+0.2% +$2.04K 0.18% 108
2025
Q3 		$1.05M Sell
1,637
-132
-7% -$80.1K 0.18% 109
2025
Q2 		$949K Buy
+1,769
New +$846K 0.18% 115

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

Personal CFO Solutions's IDXX Position: Q2 2026 in Review

Personal CFO Solutions reduced its Idexx Laboratories (IDXX) stake by 17% in Q2 2026, selling an estimated $167K and leaving 1,414 shares worth $744K. The position accounts for 0.11% of the portfolio, ranked #171.

Personal CFO Solutions first reported a position in IDXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2025. 1,301 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Personal CFO Solutions held 1,414 shares of Idexx Laboratories worth $744K as of Q2 2026.
  • Personal CFO Solutions sold 298 Idexx Laboratories shares in Q2 2026, an estimated $167K.
  • Idexx Laboratories made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #171 holding.
  • Personal CFO Solutions first reported a position in Idexx Laboratories in Q2 2025 and has held it in 5 quarters since.
  • Personal CFO Solutions's Idexx Laboratories position peaked at $1.11M in Q4 2025.
  • 1,301 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.