ROI Financial Advisors’s Idexx Laboratories IDXX Stock Holding History

ROI Financial Advisors’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 Q1	$545K	Buy	970 +33	+4%	+$21.2K	0.33%	48
2025 Q4	$634K	Sell	937 -30	-3%	-$20.4K	0.36%	39
2025 Q3	$618K	Sell	967 -595	-38%	-$361K	0.37%	40
2025 Q2	$838K	Sell	1,562 -709	-31%	-$339K	0.53%	34
2025 Q1	$954K	Sell	2,271 -1,051	-32%	-$456K	0.69%	32
2024 Q4	$1.37M	Sell	3,322 -675	-17%	-$296K	0.94%	27
2024 Q3	$2.02M	Buy	3,997 +64	+2%	+$31.1K	1.39%	19
2024 Q2	$1.91M	Sell	3,933 -6	-0.2%	-$3.01K	1.39%	19
2024 Q1	$2.13M	Sell	3,939 -25	-0.6%	-$13.7K	1.67%	18
2023 Q4	$2.2M	Buy	+3,964	New	+$1.86M	1.82%	18

Other funds holding IDXX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ROI Financial Advisors's IDXX Position: Q1 2026 in Review

ROI Financial Advisors increased its Idexx Laboratories (IDXX) stake by 3.5% in Q1 2026, buying an estimated $21.2K and bringing the position to 970 shares worth $545K. The position accounts for 0.33% of the portfolio, ranked #48.

ROI Financial Advisors first reported a position in IDXX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2023. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

ROI Financial Advisors held 970 shares of Idexx Laboratories worth $545K as of Q1 2026.
ROI Financial Advisors bought 33 Idexx Laboratories shares in Q1 2026, an estimated $21.2K.
Idexx Laboratories made up 0.33% of ROI Financial Advisors's portfolio in Q1 2026, its #48 holding.
ROI Financial Advisors first reported a position in Idexx Laboratories in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Idexx Laboratories position peaked at $2.2M in Q4 2023.
1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.