SkyOak Wealth’s Idexx Laboratories IDXX Stock Holding History

SkyOak Wealth’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	$975K	Hold	1,736	–	–	0.18%	86
2025 Q4	$1.17M	Hold	1,736	–	–	0.21%	80
2025 Q3	$1.11M	Hold	1,736	–	–	0.21%	79
2025 Q2	$931K	Hold	1,736	–	–	0.19%	84
2025 Q1	$729K	Hold	1,736	–	–	0.16%	89
2024 Q4	$718K	Hold	1,736	–	–	0.15%	90
2024 Q3	$877K	Hold	1,736	–	–	0.19%	78
2024 Q2	$846K	Hold	1,736	–	–	0.2%	80
2024 Q1	$937K	Hold	1,736	–	–	0.22%	81
2023 Q4	$964K	Sell	1,736 -160	-8%	-$75.1K	0.25%	75
2023 Q3	$829K	Hold	1,896	–	–	0.24%	81
2023 Q2	$952K	Hold	1,896	–	–	0.27%	76
2023 Q1	$948K	Sell	1,896 -100	-5%	-$47.9K	0.29%	75
2022 Q4	$814K	Sell	1,996 -100	-5%	-$38.8K	0.27%	80
2022 Q3	$683K	Sell	2,096 -246	-11%	-$90.4K	0.24%	92
2022 Q2	$821K	Hold	2,342	–	–	0.28%	81
2022 Q1	$1.28M	Sell	2,342 -272	-10%	-$143K	0.36%	75
2021 Q4	$1.72M	Hold	2,614	–	–	0.44%	61
2021 Q3	$1.63M	Sell	2,614 -80	-3%	-$53.8K	0.44%	63
2021 Q2	$1.7M	Sell	2,694 -85	-3%	-$46.9K	0.46%	61
2021 Q1	$1.55M	Hold	2,779	–	–	0.43%	62
2020 Q4	$1.39M	Sell	2,779 -115	-4%	-$51.5K	0.43%	66
2020 Q3	$1.14M	Hold	2,894	–	–	0.41%	69
2020 Q2	$955K	Hold	2,894	–	–	0.35%	73
2020 Q1	$701K	Hold	2,894	–	–	0.36%	65
2019 Q4	$756K	Buy	+2,894	New	+$763K	0.23%	96

Other funds holding IDXX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyOak Wealth's IDXX Position: Q1 2026 in Review

SkyOak Wealth held its Idexx Laboratories (IDXX) position steady in Q1 2026 at 1,736 shares worth $975K. The position accounts for 0.18% of the portfolio, ranked #86.

SkyOak Wealth first reported a position in IDXX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2021. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

SkyOak Wealth held 1,736 shares of Idexx Laboratories worth $975K as of Q1 2026.
SkyOak Wealth left its Idexx Laboratories share count unchanged in Q1 2026.
Idexx Laboratories made up 0.18% of SkyOak Wealth's portfolio in Q1 2026, its #86 holding.
SkyOak Wealth first reported a position in Idexx Laboratories in Q4 2019 and has held it in 26 quarters since.
SkyOak Wealth's Idexx Laboratories position peaked at $1.72M in Q4 2021.
1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.