Position in IDXX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$412,202
-$57,538 QoQ
Shares Held
783
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#818
of 1,287 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $3,149,586 across 4 Diagnostics & Research names. IDXX ranks #3 (13.1% of the industry book) .
All Filings in IDXX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,202 | 783 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $469,740 | 836 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,651,321 | 3,919 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,606,671 | 4,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,656,492 | 4,953 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $241,471 | 575 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $220,776 | 534 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $264,230 | 523 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $195,454 | 362 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $200,928 | 362 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||