Evercore Wealth Management, LLC
Position in IDXX — Idexx Laboratories Inc /De
CIK 1482689
New York, NY
Position in IDXX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,723,800
-$71,040 QoQ
Shares Held
5,174
+4.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#448
of 1,286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $143,091,657 across 6 Diagnostics & Research names. IDXX ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
265,163 | $132,942,120 | |
| 2 | DHR |
Danaher Corp /De/
|
21,454 | $4,086,557 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
2,275 | $2,906,334 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
This page
|
5,174 | $2,723,800 | |
| 5 | A |
Agilent Technologies, Inc.
|
1,663 | $220,896 | |
| 6 | DGX |
Quest Diagnostics Inc
|
1,000 | $211,950 |
All Filings in IDXX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,723,800 | 5,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,794,840 | 4,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,365,060 | 4,974 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,209,783 | 5,024 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,919,834 | 5,444 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,496,182 | 5,944 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,460,381 | 5,951 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,008,584 | 5,955 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,901,275 | 5,955 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,289,253 | 6,092 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,263,693 | 5,880 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,265,058 | 5,180 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,780,847 | 5,537 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,768,942 | 5,537 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,780,247 | 6,815 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,024,847 | 6,215 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,252,737 | 6,423 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,048,577 | 31,164 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,520,905 | 31,165 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,252,173 | 32,565 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,087,453 | 33,390 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,462,345 | 33,644 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,566,931 | 35,143 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,108,789 | 38,434 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $13,805,970 | 41,816 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,851,140 | 44,795 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||