Baron Wealth Management LLC IDXX — IDEXX LABS INC

Ownership history in Baron Wealth Management LLC  ·  14 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported IDEXX LABS INC (IDXX) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.27% in 2024 Q1. The latest visible filing shows IDXX at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IDXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in IDEXX LABS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IDXX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IDXX stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held IDXX — position size vs. price
% of Fund (quarterly)    IDXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 759 -1 -0.1% 0.10% $400K 2026-07-07 $570.25
2026 Q1 UNCHANGED — — — 760 — 0% 0.13% $427K 2026-04-16 $569.95
2025 Q4 ADDED — — — 760 +2 +0.3% 0.16% $514K 2026-01-14 $710.48
2025 Q3 REDUCED — — — 758 -9 -1.2% 0.16% $484K 2025-10-20 $643.41
2025 Q2 REDUCED 9.8% +17.6% ❌ 767 -83 -9.8% 0.15% $411K 2025-07-09 $540.64
2025 Q1 REDUCED 11.8% +27.7% ❌ 850 -114 -11.8% 0.16% $357K 2025-05-14 $509.42
2024 Q4 ADDED — — — 964 +41 +4.4% 0.19% $399K 2025-01-23 $432.34
2024 Q3 REDUCED — — — 923 -11 -1.2% 0.22% $466K 2024-11-07 $433.00
2024 Q2 UNCHANGED — — — 934 — 0% 0.24% $455K 2024-08-13 $487.82
2024 Q1 REDUCED — — — 934 -1 -0.1% 0.27% $504K 2024-05-08 $487.07
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IDXX

As of 2026 Q2 — sorted by position size

Manitou Investment Management Ltd. 3Y 7Y 6.85% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.92% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.62% ANDERSON HOAGLAND & CO 3Y 7Y 0.41% Red Spruce Capital, LLC 3Y 0.29% Lincoln Capital LLC 3Y 7Y 0.28% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.08% GAMMA Investing LLC 0.06% Bangor Savings Bank 3Y 7Y 0.05% Trust Asset Management LLC 3Y 7Y 0.05%

FAQ About Baron Wealth Management LLC and IDXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning IDXX?

Baron Wealth Management LLC reported IDXX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IDXX position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for IDXX was 0.27% in 2024 Q1.

What is the latest reported IDXX position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 759 shares, equal to 0.10% of portfolio, with an estimated market value of $400K.

What does the chart on this IDXX ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly IDXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baron Wealth Management LLC time their IDXX position?

Based on 13F filing dates vs. subsequent IDXX price moves, Baron Wealth Management LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on IDXX relative to SPY over the holding period was -14.0%.

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