Heritage Wealth Advisors’s DexCom DXCM Stock Holding History

Heritage 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 Q3	–	Sell	-1,860	Closed	-$125K	–	330
2026 Q2	$125K	Hold	1,860	–	–	﹤0.01%	244
2026 Q1	$117K	Hold	1,860	–	–	﹤0.01%	239
2025 Q4	$123K	Sell	1,860 -376	-17%	-$24.3K	﹤0.01%	252
2025 Q3	$150K	Hold	2,236	–	–	0.01%	219
2025 Q2	$195K	Hold	2,236	–	–	0.01%	208
2025 Q1	$153K	Hold	2,236	–	–	0.01%	219
2024 Q4	$174K	Hold	2,236	–	–	0.01%	213
2024 Q3	$150K	Hold	2,236	–	–	0.01%	233
2024 Q2	$254K	Hold	2,236	–	–	0.01%	183
2024 Q1	$310K	Hold	2,236	–	–	0.01%	173
2023 Q4	$277K	Hold	2,236	–	–	0.01%	185
2023 Q3	$209K	Sell	2,236 -380	-15%	-$42.8K	0.01%	198
2023 Q2	$336K	Hold	2,616	–	–	0.02%	163
2023 Q1	$304K	Hold	2,616	–	–	0.02%	172
2022 Q4	$296K	Sell	2,616 -320	-11%	-$35.1K	0.02%	172
2022 Q3	$236K	Buy	2,936 +2,072	+240%	+$175K	0.02%	184
2022 Q2	$64K	Buy	+864	New	+$78.9K	﹤0.01%	303

Other funds holding DXCM

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Heritage Wealth Advisors's DXCM Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of DexCom (DXCM) in Q3 2026, closing a stake of 1,860 shares — an estimated $125K sold.

Heritage Wealth Advisors first reported a position in DXCM in Q2 2022 and held it in 17 quarters. The position peaked at $336K in Q2 2023. 620 funds tracked by Wall St. Rank hold DXCM as of Q3 2026.

Heritage Wealth Advisors reported no remaining DexCom position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 1,860 DexCom shares in Q3 2026, an estimated $125K.
Heritage Wealth Advisors first reported a position in DexCom in Q2 2022 and held it in 17 quarters.
Heritage Wealth Advisors's DexCom position peaked at $336K in Q2 2023.
620 funds tracked by Wall St. Rank held DexCom as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.