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Congress Wealth Management’s DexCom DXCM Stock Holding History

Congress Wealth Management’s Portfolio DXCM Stock Details DXCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-148,679
Closed -$10.2M – 1188
2025
Q1 		$10.2M Sell
148,679
-20,659
-12% -$1.69M 0.12% 198
2024
Q4 		$13.2M Buy
169,338
+151,796
+865% +$11.2M 0.18% 165
2024
Q3 		$1.18M Sell
17,542
-159,296
-90% -$13.1M 0.02% 496
2024
Q2 		$20M Buy
176,838
+8,181
+5% +$1.03M 0.32% 79
2024
Q1 		$23.4M Buy
168,657
+952
+0.6% +$120K 0.4% 59
2023
Q4 		$20.8M Buy
167,705
+141,065
+530% +$14.4M 0.38% 55
2023
Q3 		$2.49M Sell
26,640
-2,174
-8% -$245K 0.05% 277
2023
Q2 		$3.7M Sell
28,814
-318
-1% -$38.5K 0.09% 221
2023
Q1 		$3.38M Sell
29,132
-4,267
-13% -$478K 0.08% 225
2022
Q4 		$3.78M Sell
33,399
-4,397
-12% -$483K 0.1% 203
2022
Q3 		$3.04M Sell
37,796
-12,256
-24% -$1.04M 0.08% 231
2022
Q2 		$3.73M Sell
50,052
-13,588
-21% -$1.24M 0.1% 216
2022
Q1 		$8.14M Buy
63,640
+188
+0.3% +$20.6K 0.18% 164
2021
Q4 		$8.52M Buy
+63,452
New +$9.12M 0.17% 170

Other funds holding DXCM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's DXCM Position: Q2 2025 in Review

Congress Wealth Management sold out of DexCom (DXCM) in Q2 2025, closing a stake of 148,679 shares — an estimated $10.2M sold.

Congress Wealth Management first reported a position in DXCM in Q4 2021 and held it in 14 quarters. The position peaked at $23.4M in Q1 2024. 939 funds tracked by Wall St. Rank hold DXCM as of Q2 2025.

  • Congress Wealth Management reported no remaining DexCom position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 148,679 DexCom shares in Q2 2025, an estimated $10.2M.
  • Congress Wealth Management first reported a position in DexCom in Q4 2021 and held it in 14 quarters.
  • Congress Wealth Management's DexCom position peaked at $23.4M in Q1 2024.
  • 939 funds tracked by Wall St. Rank held DexCom as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.