TruWealth Advisors’s Idexx Laboratories IDXX Stock Holding History

TruWealth Advisors’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	–	Sell	-368	Closed	-$249K	–	187
2025 Q4	$249K	Hold	368	–	–	0.01%	157
2025 Q3	$235K	Buy	+368	New	+$223K	0.01%	167

Other funds holding IDXX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruWealth Advisors's IDXX Position: Q1 2026 in Review

TruWealth Advisors sold out of Idexx Laboratories (IDXX) in Q1 2026, closing a stake of 368 shares — an estimated $249K sold.

TruWealth Advisors first reported a position in IDXX in Q3 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

TruWealth Advisors reported no remaining Idexx Laboratories position as of Q1 2026 after selling out during the quarter.
TruWealth Advisors sold 368 Idexx Laboratories shares in Q1 2026, an estimated $249K.
TruWealth Advisors first reported a position in Idexx Laboratories in Q3 2025 and held it in 2 quarters.
TruWealth Advisors's Idexx Laboratories position peaked at $249K in Q4 2025.
1,316 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.