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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
Q2 		$29.5K Sell
56
-1
-2% -$561 ﹤0.01% 677
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's IDXX Position: Q2 2026 in Review

SHP Wealth Management reduced its Idexx Laboratories (IDXX) stake by 1.8% in Q2 2026, selling an estimated $561 and leaving 56 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

SHP Wealth Management first reported a position in IDXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $32K in Q1 2026. 1,306 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • SHP Wealth Management held 56 shares of Idexx Laboratories worth $29.5K as of Q2 2026.
  • SHP Wealth Management sold 1 Idexx Laboratories share in Q2 2026, an estimated $561.
  • Idexx Laboratories made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #677 holding.
  • SHP Wealth Management first reported a position in Idexx Laboratories in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Idexx Laboratories position peaked at $32K in Q1 2026.
  • 1,306 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.