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SHP Wealth Management’s Idexx Laboratories IDXX Stock Holding History

SHP 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
Q1 		$32K Buy
57
+18
+46% +$11.5K ﹤0.01% 603
2025
Q4 		$26.4K Buy
+39
New +$26.6K ﹤0.01% 622

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

SHP Wealth Management's IDXX Position: Q1 2026 in Review

SHP Wealth Management increased its Idexx Laboratories (IDXX) stake by 46% in Q1 2026, buying an estimated $11.5K and bringing the position to 57 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

SHP Wealth Management first reported a position in IDXX in Q4 2025 and has held it in 2 quarters since. 1,314 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • SHP Wealth Management held 57 shares of Idexx Laboratories worth $32K as of Q1 2026.
  • SHP Wealth Management bought 18 Idexx Laboratories shares in Q1 2026, an estimated $11.5K.
  • Idexx Laboratories made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #603 holding.
  • SHP Wealth Management first reported a position in Idexx Laboratories in Q4 2025 and has held it in 2 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.