Personal CFO Solutions
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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
Q3 		$499K Sell
956
-458
-32% -$251K 0.08% 223
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Personal CFO Solutions's IDXX Position: Q3 2026 in Review

Personal CFO Solutions reduced its Idexx Laboratories (IDXX) stake by 32% in Q3 2026, selling an estimated $251K and leaving 956 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #223.

Personal CFO Solutions first reported a position in IDXX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2025. 733 funds tracked by Wall St. Rank hold IDXX as of Q3 2026.

  • Personal CFO Solutions held 956 shares of Idexx Laboratories worth $499K as of Q3 2026.
  • Personal CFO Solutions sold 458 Idexx Laboratories shares in Q3 2026, an estimated $251K.
  • Idexx Laboratories made up 0.08% of Personal CFO Solutions's portfolio in Q3 2026, its #223 holding.
  • Personal CFO Solutions first reported a position in Idexx Laboratories in Q2 2025 and has held it in 6 quarters since.
  • Personal CFO Solutions's Idexx Laboratories position peaked at $1.11M in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.