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Wealth Alliance’s Idexx Laboratories IDXX Stock Holding History

Wealth Alliance’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 		$469K Buy
835
+76
+10% +$48.7K 0.05% 308
2025
Q4 		$513K Buy
759
+12
+2% +$8.17K 0.05% 296
2025
Q3 		$477K Buy
747
+43
+6% +$26.1K 0.05% 313
2025
Q2 		$378K Buy
+704
New +$337K 0.04% 354
2024
Q3 		– Sell
-460
Closed -$224K – 537
2024
Q2 		$224K Buy
460
+40
+10% +$20.1K 0.03% 457
2024
Q1 		$227K Sell
420
-1
-0.2% -$546 0.03% 464
2023
Q4 		$234K Buy
+421
New +$198K 0.03% 450
2023
Q3 		– Sell
-456
Closed -$229K – 511
2023
Q2 		$229K Buy
456
+41
+10% +$19.6K 0.03% 448
2023
Q1 		$208K Buy
+415
New +$199K 0.03% 473
2021
Q4 		– Sell
-348
Closed -$216K – 453
2021
Q3 		$216K Sell
348
-124
-26% -$83.3K 0.05% 390
2021
Q2 		$298K Sell
472
-29
-6% -$16K 0.07% 325
2021
Q1 		$245K Sell
501
-388
-44% -$194K 0.07% 338
2020
Q4 		$444K Buy
889
+352
+66% +$157K 0.13% 186
2020
Q3 		$211K Sell
537
-72
-12% -$26.6K 0.08% 300
2020
Q2 		$201K Buy
+609
New +$176K 0.08% 291

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

Wealth Alliance's IDXX Position: Q1 2026 in Review

Wealth Alliance increased its Idexx Laboratories (IDXX) stake by 10% in Q1 2026, buying an estimated $48.7K and bringing the position to 835 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #308.

Wealth Alliance first reported a position in IDXX in Q2 2020 and has held it in 15 quarters since. The position peaked at $513K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Wealth Alliance held 835 shares of Idexx Laboratories worth $469K as of Q1 2026.
  • Wealth Alliance bought 76 Idexx Laboratories shares in Q1 2026, an estimated $48.7K.
  • Idexx Laboratories made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #308 holding.
  • Wealth Alliance first reported a position in Idexx Laboratories in Q2 2020 and has held it in 15 quarters since.
  • Wealth Alliance's Idexx Laboratories position peaked at $513K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.