Position in IDXX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$744,386
-$217,569 QoQ
Shares Held
1,414
-17.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#688
of 1,286 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,773,855 across 7 Diagnostics & Research names. IDXX ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,112 | $1,058,872 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
This page
|
1,414 | $744,386 | |
| 3 | DGX |
Quest Diagnostics Inc
|
3,199 | $678,028 | |
| 4 | DHR |
Danaher Corp /De/
|
3,141 | $598,297 | |
| 5 | ILMN |
Illumina, Inc.
|
2,749 | $483,356 | |
| 6 | NTRA |
Natera, Inc.
|
777 | $210,916 | |
| 7 | ADPT |
Adaptive Biotechnologies Corp
|
2,842 | $0 |
All Filings in IDXX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,386 | 1,414 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $961,955 | 1,712 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,109,509 | 1,640 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,045,862 | 1,637 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $948,785 | 1,769 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||