SageView Advisory Group’s Idexx Laboratories IDXX Stock Holding History

SageView Advisory 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 Q1	–	Sell	-229	Closed	-$155K	–	1430
2025 Q4	$155K	Buy	+229	New	+$156K	0.01%	676

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 $3.38T AUM 44.17% 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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

SageView Advisory Group's IDXX Position: Q1 2026 in Review

SageView Advisory Group sold out of Idexx Laboratories (IDXX) in Q1 2026, closing a stake of 229 shares — an estimated $155K sold.

SageView Advisory Group first reported a position in IDXX in Q4 2025 and held it in 1 quarter. The position peaked at $155K in Q4 2025. 1,318 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

SageView Advisory Group reported no remaining Idexx Laboratories position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 229 Idexx Laboratories shares in Q1 2026, an estimated $155K.
SageView Advisory Group first reported a position in Idexx Laboratories in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Idexx Laboratories position peaked at $155K in Q4 2025.
1,318 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.