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SYM Financial Corp’s Idexx Laboratories IDXX Stock Holding History

SYM Financial Corp’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 		– Sell
-777
Closed -$437K – 550
2026
Q1 		$437K Sell
777
-64
-8% -$41K 0.04% 153
2025
Q4 		$569K Sell
841
-36
-4% -$24.5K 0.06% 112
2025
Q3 		$560K Sell
877
-967
-52% -$587K 0.06% 103
2025
Q2 		$989K Sell
1,844
-36
-2% -$17.2K 0.11% 61
2025
Q1 		$790K Buy
1,880
+543
+41% +$236K 0.1% 61
2024
Q4 		$553K Buy
+1,337
New +$586K 0.07% 85

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Geode Capital Management
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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

SYM Financial Corp's IDXX Position: Q2 2026 in Review

SYM Financial Corp sold out of Idexx Laboratories (IDXX) in Q2 2026, closing a stake of 777 shares — an estimated $437K sold.

SYM Financial Corp first reported a position in IDXX in Q4 2024 and held it in 6 quarters. The position peaked at $989K in Q2 2025. 1,305 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • SYM Financial Corp reported no remaining Idexx Laboratories position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 777 Idexx Laboratories shares in Q2 2026, an estimated $437K.
  • SYM Financial Corp first reported a position in Idexx Laboratories in Q4 2024 and held it in 6 quarters.
  • SYM Financial Corp's Idexx Laboratories position peaked at $989K in Q2 2025.
  • 1,305 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.