United Capital Financial Advisors’s Idexx Laboratories IDXX Stock Holding History

United Capital Financial 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
2022 Q2	–	Sell	-3,400	Closed	-$1.86M	–	1155
2022 Q1	$1.86M	Buy	+3,400	New	+$1.79M	0.01%	535
2020 Q3	–	Sell	-76	Closed	-$2.51M	–	1189
2020 Q2	$2.51M	Hold	76	–	–	0.02%	468
2020 Q1	$1.84M	Hold	76	–	–	0.02%	513
2019 Q4	$1.99M	Hold	76	–	–	0.01%	609
2019 Q3	$2.07M	Sell	76 -7,524	-99%	-$2.09M	0.01%	585
2019 Q2	$2.09M	Buy	+7,600	New	+$1.87M	0.01%	609

Other funds holding IDXX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

United Capital Financial Advisors's IDXX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Idexx Laboratories (IDXX) stake by 34% in Q1 2026, buying an estimated $580K and bringing the position to 3,567 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #547.

United Capital Financial Advisors first reported a position in IDXX in Q2 2016 and has held it in 38 quarters since. The position peaked at $20.3M in Q3 2019. 1,314 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

United Capital Financial Advisors held 3,567 shares of Idexx Laboratories worth $2M as of Q1 2026.
United Capital Financial Advisors bought 905 Idexx Laboratories shares in Q1 2026, an estimated $580K.
Idexx Laboratories made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #547 holding.
United Capital Financial Advisors first reported a position in Idexx Laboratories in Q2 2016 and has held it in 38 quarters since.
United Capital Financial Advisors's Idexx Laboratories position peaked at $20.3M in Q3 2019.
1,314 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.