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SFMG Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

SFMG 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 		$550K Buy
1,045
+2
+0.2% +$1.12K 0.03% 185
2026
Q1 		$586K Sell
1,043
-2
-0.2% -$1.28K 0.04% 169
2025
Q4 		$707K Buy
1,045
+423
+68% +$288K 0.05% 145
2025
Q3 		$398K Buy
+622
New +$378K 0.03% 199

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

SFMG Wealth Advisors increased its Idexx Laboratories (IDXX) stake by 0.19% in Q2 2026, buying an estimated $1.12K and bringing the position to 1,045 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #185.

SFMG Wealth Advisors first reported a position in IDXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $707K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • SFMG Wealth Advisors held 1,045 shares of Idexx Laboratories worth $550K as of Q2 2026.
  • SFMG Wealth Advisors bought 2 Idexx Laboratories shares in Q2 2026, an estimated $1.12K.
  • Idexx Laboratories made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • SFMG Wealth Advisors first reported a position in Idexx Laboratories in Q3 2025 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's Idexx Laboratories position peaked at $707K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.