Heartwood Wealth Advisors’s DexCom DXCM Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-160	Closed	-$10.8K	–	319
2025 Q3	$10.8K	Buy	+160	New	+$12.7K	﹤0.01%	382

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's DXCM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of DexCom (DXCM) in Q4 2025, closing a stake of 160 shares — an estimated $10.8K sold.

Heartwood Wealth Advisors first reported a position in DXCM in Q3 2025 and held it in 1 quarter. The position peaked at $10.8K in Q3 2025. 922 funds tracked by Wall St. Rank hold DXCM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining DexCom position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 160 DexCom shares in Q4 2025, an estimated $10.8K.
Heartwood Wealth Advisors first reported a position in DexCom in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's DexCom position peaked at $10.8K in Q3 2025.
922 funds tracked by Wall St. Rank held DexCom as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.