Waverly Advisors’s Idexx Laboratories IDXX Stock Holding History

Waverly 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	$1.78M	Buy	3,168 +144	+5%	+$92.3K	0.01%	670
2025 Q4	$2.05M	Buy	3,024 +2,343	+344%	+$1.6M	0.02%	594
2025 Q3	$435K	Sell	681 -6	-0.9%	-$3.64K	﹤0.01%	900
2025 Q2	$368K	Sell	687 -43	-6%	-$20.6K	﹤0.01%	900
2025 Q1	$307K	Buy	730 +70	+11%	+$30.4K	﹤0.01%	916
2024 Q4	$273K	Buy	660 +112	+20%	+$49.1K	﹤0.01%	848
2024 Q3	$277K	Sell	548 -7	-1%	-$3.4K	0.01%	699
2024 Q2	$271K	Buy	555 +6	+1%	+$3.01K	0.01%	689
2024 Q1	$297K	Buy	549 +129	+31%	+$70.5K	0.01%	575
2023 Q4	$233K	Buy	+420	New	+$197K	0.01%	396

Other funds holding IDXX

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Waverly Advisors's IDXX Position: Q1 2026 in Review

Waverly Advisors increased its Idexx Laboratories (IDXX) stake by 4.8% in Q1 2026, buying an estimated $92.3K and bringing the position to 3,168 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #670.

Waverly Advisors first reported a position in IDXX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

Waverly Advisors held 3,168 shares of Idexx Laboratories worth $1.78M as of Q1 2026.
Waverly Advisors bought 144 Idexx Laboratories shares in Q1 2026, an estimated $92.3K.
Idexx Laboratories made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #670 holding.
Waverly Advisors first reported a position in Idexx Laboratories in Q4 2023 and has held it in 10 quarters since.
Waverly Advisors's Idexx Laboratories position peaked at $2.05M in Q4 2025.
1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

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