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Private Wealth Management Group’s Idexx Laboratories IDXX Stock Holding History

Private Wealth Management Group’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 		$32.6K Hold
62
– – 0.01% 286
2026
Q1 		$34.8K Hold
62
– – 0.01% 238
2025
Q4 		$41.9K Sell
62
-1
-2% -$681 0.01% 212
2025
Q3 		$40.3K Hold
63
– – 0.01% 215
2025
Q2 		$33.8K Buy
63
+15
+31% +$7.17K 0.01% 219
2025
Q1 		$20.2K Buy
48
+6
+14% +$2.6K 0.01% 296
2024
Q4 		$17.4K Sell
42
-19
-31% -$8.33K 0.01% 337
2024
Q3 		$30.8K Buy
61
+5
+9% +$2.43K 0.01% 218
2024
Q2 		$27.3K Sell
56
-5
-8% -$2.51K 0.01% 227
2024
Q1 		$32.9K Hold
61
– – 0.01% 204
2023
Q4 		$33.9K Buy
+61
New +$28.6K 0.02% 199

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

Private Wealth Management Group's IDXX Position: Q2 2026 in Review

Private Wealth Management Group held its Idexx Laboratories (IDXX) position steady in Q2 2026 at 62 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #286.

Private Wealth Management Group first reported a position in IDXX in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.9K in Q4 2025. 1,295 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Private Wealth Management Group held 62 shares of Idexx Laboratories worth $32.6K as of Q2 2026.
  • Private Wealth Management Group left its Idexx Laboratories share count unchanged in Q2 2026.
  • Idexx Laboratories made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #286 holding.
  • Private Wealth Management Group first reported a position in Idexx Laboratories in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Idexx Laboratories position peaked at $41.9K in Q4 2025.
  • 1,295 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.