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Root Financial Partners’s Idexx Laboratories IDXX Stock Holding History

Root Financial Partners’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 		– Sell
-124
Closed -$69.7K – 1719
2026
Q1 		$69.7K Sell
124
-12
-9% -$7.7K ﹤0.01% 720
2025
Q4 		$92K Buy
136
+11
+9% +$7.49K ﹤0.01% 498
2025
Q3 		$79.9K Buy
+125
New +$75.9K ﹤0.01% 517

Other funds holding IDXX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

Root Financial Partners's IDXX Position: Q2 2026 in Review

Root Financial Partners sold out of Idexx Laboratories (IDXX) in Q2 2026, closing a stake of 124 shares — an estimated $69.7K sold.

Root Financial Partners first reported a position in IDXX in Q3 2025 and held it in 3 quarters. The position peaked at $92K in Q4 2025. 449 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Root Financial Partners reported no remaining Idexx Laboratories position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 124 Idexx Laboratories shares in Q2 2026, an estimated $69.7K.
  • Root Financial Partners first reported a position in Idexx Laboratories in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Idexx Laboratories position peaked at $92K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.