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Wellspring Financial Advisors’s Idexx Laboratories IDXX Stock Holding History

Wellspring 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
2026
Q2 		$264K Sell
502
-31
-6% -$17.4K 0.02% 233
2026
Q1 		$299K Hold
533
– – 0.02% 218
2025
Q4 		$361K Buy
+533
New +$363K 0.03% 175

Other funds holding IDXX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wellspring Financial Advisors's IDXX Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Idexx Laboratories (IDXX) stake by 5.8% in Q2 2026, selling an estimated $17.4K and leaving 502 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #233.

Wellspring Financial Advisors first reported a position in IDXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $361K in Q4 2025. 330 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Wellspring Financial Advisors held 502 shares of Idexx Laboratories worth $264K as of Q2 2026.
  • Wellspring Financial Advisors sold 31 Idexx Laboratories shares in Q2 2026, an estimated $17.4K.
  • Idexx Laboratories made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #233 holding.
  • Wellspring Financial Advisors first reported a position in Idexx Laboratories in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Idexx Laboratories position peaked at $361K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.