EWA
DXCM icon

EP Wealth Advisors’s DexCom DXCM Stock Holding History

EP Wealth Advisors’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
2026
Q1 		$270K Buy
4,306
+762
+22% +$53.1K ﹤0.01% 1227
2025
Q4 		$235K Buy
+3,544
New +$229K ﹤0.01% 1286
2024
Q3 		– Sell
-2,541
Closed -$288K – 1188
2024
Q2 		$288K Hold
2,541
– – ﹤0.01% 667
2024
Q1 		$352K Sell
2,541
-126
-5% -$15.8K ﹤0.01% 586
2023
Q4 		$331K Sell
2,667
-197
-7% -$20.1K ﹤0.01% 591
2023
Q3 		$267K Sell
2,864
-14,646
-84% -$1.65M ﹤0.01% 583
2023
Q2 		$272K Buy
17,510
+6,236
+55% +$754K ﹤0.01% 583
2023
Q1 		$831K Buy
11,274
+9,384
+497% +$1.05M 0.01% 329
2022
Q4 		$214K Buy
+1,890
New +$208K ﹤0.01% 538
2022
Q3 		– Sell
-4,400
Closed -$328K – 413
2022
Q2 		$328K Sell
4,400
-116
-3% -$10.6K 0.01% 460
2022
Q1 		$578K Sell
4,516
-20
-0.4% -$2.19K 0.01% 354
2021
Q4 		$609K Buy
4,536
+1,764
+64% +$253K 0.01% 324
2021
Q3 		$379K Sell
2,772
-112
-4% -$14.1K 0.01% 384
2021
Q2 		$308K Sell
2,884
-112
-4% -$10.8K 0.01% 437
2021
Q1 		$269K Buy
2,996
+636
+27% +$59.7K 0.01% 421
2020
Q4 		$218K Buy
2,360
+128
+6% +$11.4K 0.01% 393
2020
Q3 		$230K Buy
2,232
+160
+8% +$16.7K 0.01% 323
2020
Q2 		$210K Buy
+2,072
New +$185K 0.01% 350
2020
Q1 		– Sell
-4,252
Closed -$233K – 388
2019
Q4 		$233K Buy
+4,252
New +$202K 0.01% 370

Other funds holding DXCM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EP Wealth Advisors's DXCM Position: Q1 2026 in Review

EP Wealth Advisors increased its DexCom (DXCM) stake by 22% in Q1 2026, buying an estimated $53.1K and bringing the position to 4,306 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

EP Wealth Advisors first reported a position in DXCM in Q4 2019 and has held it in 19 quarters since. The position peaked at $831K in Q1 2023. 956 funds tracked by Wall St. Rank hold DXCM as of Q1 2026.

  • EP Wealth Advisors held 4,306 shares of DexCom worth $270K as of Q1 2026.
  • EP Wealth Advisors bought 762 DexCom shares in Q1 2026, an estimated $53.1K.
  • DexCom made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1227 holding.
  • EP Wealth Advisors first reported a position in DexCom in Q4 2019 and has held it in 19 quarters since.
  • EP Wealth Advisors's DexCom position peaked at $831K in Q1 2023.
  • 956 funds tracked by Wall St. Rank held DexCom as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.