Sheets Smith Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Sheets Smith Wealth Management’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	$256K	Hold	486	–	–	0.03%	367
2026 Q1	$273K	Buy	486 +25	+5%	+$16K	0.03%	357
2025 Q4	$312K	Buy	461 +6	+1%	+$4.09K	0.03%	343
2025 Q3	$291K	Hold	455	–	–	0.03%	352
2025 Q2	$244K	Sell	455 -125	-22%	-$59.8K	0.03%	369
2025 Q1	$244K	Buy	+580	New	+$252K	0.03%	324
2024 Q4	–	Sell	-450	Closed	-$227K	–	383
2024 Q3	$227K	Hold	450	–	–	0.03%	349
2024 Q2	$219K	Hold	450	–	–	0.03%	353
2024 Q1	$243K	Buy	+450	New	+$246K	0.03%	348
2020 Q1	–	Sell	-2,513	Closed	-$651K	–	300
2019 Q4	$651K	Sell	2,513 -41	-2%	-$10.8K	0.12%	168
2019 Q3	$695K	Buy	2,554 +305	+14%	+$84.9K	0.14%	157
2019 Q2	$619K	Buy	+2,249	New	+$554K	0.13%	172

Other funds holding IDXX

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sheets Smith Wealth Management's IDXX Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Idexx Laboratories (IDXX) position steady in Q2 2026 at 486 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #367.

Sheets Smith Wealth Management first reported a position in IDXX in Q2 2019 and has held it in 12 quarters since. The position peaked at $695K in Q3 2019. 172 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

Sheets Smith Wealth Management held 486 shares of Idexx Laboratories worth $256K as of Q2 2026.
Sheets Smith Wealth Management left its Idexx Laboratories share count unchanged in Q2 2026.
Idexx Laboratories made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #367 holding.
Sheets Smith Wealth Management first reported a position in Idexx Laboratories in Q2 2019 and has held it in 12 quarters since.
Sheets Smith Wealth Management's Idexx Laboratories position peaked at $695K in Q3 2019.
172 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.