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Sage Mountain Advisors’s Idexx Laboratories IDXX Stock Holding History

Sage Mountain 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 		– Sell
-706
Closed -$478K – 426
2025
Q4 		$478K Sell
706
-33
-4% -$22.5K 0.03% 284
2025
Q3 		$472K Buy
739
+14
+2% +$8.5K 0.03% 286
2025
Q2 		$389K Buy
725
+90
+14% +$43K 0.03% 279
2025
Q1 		$267K Buy
635
+23
+4% +$9.99K 0.02% 324
2024
Q4 		$253K Buy
612
+55
+10% +$24.1K 0.02% 334
2024
Q3 		$281K Sell
557
-73
-12% -$35.5K 0.02% 301
2024
Q2 		$307K Buy
630
+73
+13% +$36.6K 0.03% 247
2024
Q1 		$301K Buy
557
+17
+3% +$9.29K 0.03% 240
2023
Q4 		$300K Buy
540
+52
+11% +$24.4K 0.03% 203
2023
Q3 		$213K Sell
488
-55
-10% -$27.4K 0.03% 238
2023
Q2 		$273K Sell
543
-24
-4% -$11.5K 0.04% 199
2023
Q1 		$284K Buy
+567
New +$271K 0.05% 175

Other funds holding IDXX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's IDXX Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Idexx Laboratories (IDXX) in Q1 2026, closing a stake of 706 shares — an estimated $478K sold.

Sage Mountain Advisors first reported a position in IDXX in Q1 2023 and held it in 12 quarters. The position peaked at $478K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Idexx Laboratories position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 706 Idexx Laboratories shares in Q1 2026, an estimated $478K.
  • Sage Mountain Advisors first reported a position in Idexx Laboratories in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Idexx Laboratories position peaked at $478K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.