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Triad Wealth Partners’s Idexx Laboratories IDXX Stock Holding History

Triad Wealth Partners’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 		$422K Buy
744
+144
+24% +$80.8K 0.02% 361
2026
Q1 		$337K Buy
600
+18
+3% +$11.5K 0.03% 367
2025
Q4 		$394K Sell
582
-111
-16% -$75.6K 0.04% 317
2025
Q3 		$443K Sell
693
-176
-20% -$107K 0.06% 224
2025
Q2 		$466K Buy
869
+146
+20% +$69.8K 0.09% 164
2025
Q1 		$304K Buy
+723
New +$314K 0.09% 159

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 $3.37T AUM 44.26% 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

Triad Wealth Partners's IDXX Position: Q2 2026 in Review

Triad Wealth Partners increased its Idexx Laboratories (IDXX) stake by 24% in Q2 2026, buying an estimated $80.8K and bringing the position to 744 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #361.

Triad Wealth Partners first reported a position in IDXX in Q1 2025 and has held it in 6 quarters since. The position peaked at $466K in Q2 2025. 1,305 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Triad Wealth Partners held 744 shares of Idexx Laboratories worth $422K as of Q2 2026.
  • Triad Wealth Partners bought 144 Idexx Laboratories shares in Q2 2026, an estimated $80.8K.
  • Idexx Laboratories made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • Triad Wealth Partners first reported a position in Idexx Laboratories in Q1 2025 and has held it in 6 quarters since.
  • Triad Wealth Partners's Idexx Laboratories position peaked at $466K in Q2 2025.
  • 1,305 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.