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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Triad Wealth Partners's IDXX Position: Q1 2026 in Review

Triad Wealth Partners increased its Idexx Laboratories (IDXX) stake by 3.1% in Q1 2026, buying an estimated $11.5K and bringing the position to 600 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #367.

Triad Wealth Partners first reported a position in IDXX in Q1 2025 and has held it in 5 quarters since. The position peaked at $466K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Triad Wealth Partners held 600 shares of Idexx Laboratories worth $337K as of Q1 2026.
  • Triad Wealth Partners bought 18 Idexx Laboratories shares in Q1 2026, an estimated $11.5K.
  • Idexx Laboratories made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #367 holding.
  • Triad Wealth Partners first reported a position in Idexx Laboratories in Q1 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's Idexx Laboratories position peaked at $466K in Q2 2025.
  • 1,312 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.