Position in IDXX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$163,722
-$46,678 QoQ
Shares Held
311
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,030
of 1,286 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Concord Wealth Partners holds $638,372 across 6 Diagnostics & Research names. IDXX ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
649 | $325,382 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
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|
311 | $163,722 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
92 | $117,530 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
94 | $18,162 | |
| 5 | WAT |
Waters Corp /De/
|
33 | $12,376 | |
| 6 | GH |
Guardant Health, Inc.
|
8 | $1,200 |
All Filings in IDXX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,722 | 311 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $210,400 | 311 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $198,694 | 311 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $166,801 | 311 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $130,604 | 311 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $129,406 | 313 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $158,133 | 313 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $151,519 | 311 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $167,918 | 311 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $172,620 | 311 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $135,990 | 311 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $156,193 | 311 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $155,524 | 311 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $126,875 | 311 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $109,077 | 311 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $173,965 | 318 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $204,781 | 311 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $196,412 | 311 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $153,643 | 314 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||