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 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Heritage Wealth Advisors held its DexCom (DXCM) position steady in Q1 2026 at 1,860 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Heritage Wealth Advisors first reported a position in DXCM in Q2 2022 and has held it in 16 quarters since. The position peaked at $336K in Q2 2023. 956 funds tracked by Wall St. Rank hold DXCM as of Q1 2026.

Heritage Wealth Advisors held 1,860 shares of DexCom worth $117K as of Q1 2026.
Heritage Wealth Advisors left its DexCom share count unchanged in Q1 2026.
DexCom made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #239 holding.
Heritage Wealth Advisors first reported a position in DexCom in Q2 2022 and has held it in 16 quarters since.
Heritage Wealth Advisors's DexCom position peaked at $336K in Q2 2023.
956 funds tracked by Wall St. Rank held DexCom as of Q1 2026.

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