Prosperity Planning’s Idexx Laboratories IDXX Stock Holding History

Prosperity Planning’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	$369K	Hold	700	–	–	0.08%	90
2026 Q1	$393K	Hold	700	–	–	0.1%	85
2025 Q4	$474K	Hold	700	–	–	0.12%	79
2025 Q3	$447K	Hold	700	–	–	0.12%	80
2025 Q2	$375K	Hold	700	–	–	0.11%	82
2025 Q1	$294K	Hold	700	–	–	0.09%	91
2024 Q4	$289K	Hold	700	–	–	0.09%	91
2024 Q3	$354K	Hold	700	–	–	0.11%	81
2024 Q2	$341K	Hold	700	–	–	0.12%	79
2024 Q1	$378K	Hold	700	–	–	0.13%	73
2023 Q4	$389K	Hold	700	–	–	0.15%	72
2023 Q3	$306K	Hold	700	–	–	0.13%	74
2023 Q2	$352K	Hold	700	–	–	0.15%	72
2023 Q1	$350K	Buy	+700	New	+$335K	0.15%	73
2022 Q4	–	Sell	-700	Closed	-$228K	–	80
2022 Q3	$228K	Hold	700	–	–	0.12%	75
2022 Q2	$246K	Hold	700	–	–	0.13%	66
2022 Q1	$383K	Hold	700	–	–	0.19%	59
2021 Q4	$461K	Hold	700	–	–	0.23%	57
2021 Q3	$435K	Hold	700	–	–	0.24%	56
2021 Q2	$442K	Hold	700	–	–	0.27%	54
2021 Q1	$343K	Hold	700	–	–	0.24%	55
2020 Q4	$350K	Buy	+700	New	+$313K	0.3%	49

Other funds holding IDXX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prosperity Planning's IDXX Position: Q2 2026 in Review

Prosperity Planning held its Idexx Laboratories (IDXX) position steady in Q2 2026 at 700 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #90.

Prosperity Planning first reported a position in IDXX in Q4 2020 and has held it in 22 quarters since. The position peaked at $474K in Q4 2025. 1,295 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

Prosperity Planning held 700 shares of Idexx Laboratories worth $369K as of Q2 2026.
Prosperity Planning left its Idexx Laboratories share count unchanged in Q2 2026.
Idexx Laboratories made up 0.08% of Prosperity Planning's portfolio in Q2 2026, its #90 holding.
Prosperity Planning first reported a position in Idexx Laboratories in Q4 2020 and has held it in 22 quarters since.
Prosperity Planning's Idexx Laboratories position peaked at $474K in Q4 2025.
1,295 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.