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Sax Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Sax Wealth 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
Q2 		$1.32M Buy
2,354
+1,163
+98% +$652K 0.05% 193
2026
Q1 		$806K Sell
1,191
-350
-23% -$224K 0.04% 222
2025
Q4 		$1.04M Sell
1,541
-13
-0.8% -$8.85K 0.05% 196
2025
Q3 		$993K Buy
1,554
+26
+2% +$15.8K 0.05% 187
2025
Q2 		$820K Buy
1,528
+158
+12% +$75.6K 0.05% 193
2025
Q1 		$575K Sell
1,370
-56
-4% -$24.3K 0.04% 200
2024
Q4 		$590K Buy
1,426
+617
+76% +$271K 0.05% 174
2024
Q3 		$409K Sell
809
-212
-21% -$103K 0.04% 179
2024
Q2 		$497K Buy
+1,021
New +$513K 0.05% 144

Other funds holding IDXX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIM
Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Sax Wealth Advisors's IDXX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Idexx Laboratories (IDXX) stake by 98% in Q2 2026, buying an estimated $652K and bringing the position to 2,354 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #193.

Sax Wealth Advisors first reported a position in IDXX in Q2 2024 and has held it in 9 quarters since. 238 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Sax Wealth Advisors held 2,354 shares of Idexx Laboratories worth $1.32M as of Q2 2026.
  • Sax Wealth Advisors bought 1,163 Idexx Laboratories shares in Q2 2026, an estimated $652K.
  • Idexx Laboratories made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Sax Wealth Advisors first reported a position in Idexx Laboratories in Q2 2024 and has held it in 9 quarters since.
  • 238 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.