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United Financial Planning Group’s Idexx Laboratories IDXX Stock Holding History

United Financial Planning Group’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 		$4.74K Hold
9
– – ﹤0.01% 382
2026
Q1 		$5.06K Buy
+9
New +$5.77K ﹤0.01% 317

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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

United Financial Planning Group's IDXX Position: Q2 2026 in Review

United Financial Planning Group held its Idexx Laboratories (IDXX) position steady in Q2 2026 at 9 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

United Financial Planning Group first reported a position in IDXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.06K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • United Financial Planning Group held 9 shares of Idexx Laboratories worth $4.74K as of Q2 2026.
  • United Financial Planning Group left its Idexx Laboratories share count unchanged in Q2 2026.
  • Idexx Laboratories made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #382 holding.
  • United Financial Planning Group first reported a position in Idexx Laboratories in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's Idexx Laboratories position peaked at $5.06K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.