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Loring Wolcott & Coolidge Fiduciary Advisors’s DexCom DXCM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		– Sell
-1,328
Closed -$85K – 569
2026
Q1 		$85K Sell
1,328
-660
-33% -$46K ﹤0.01% 395
2025
Q4 		$146K Hold
1,988
– – ﹤0.01% 348
2025
Q3 		$141K Hold
1,988
– – ﹤0.01% 353
2025
Q2 		$174K Hold
1,988
– – ﹤0.01% 294
2025
Q1 		$133K Hold
1,988
– – ﹤0.01% 308
2024
Q4 		$174K Sell
1,988
-55
-3% -$4.07K ﹤0.01% 298
2024
Q3 		$153K Hold
2,043
– – ﹤0.01% 304
2024
Q2 		$237K Hold
2,043
– – ﹤0.01% 260
2024
Q1 		$269K Hold
2,043
– – ﹤0.01% 246
2023
Q4 		$248K Hold
2,043
– – ﹤0.01% 258
2023
Q3 		$191K Buy
2,043
+55
+3% +$6.2K ﹤0.01% 293
2023
Q2 		$255K Hold
1,988
– – ﹤0.01% 263
2023
Q1 		$231K Hold
1,988
– – ﹤0.01% 267
2022
Q4 		$225K Hold
1,988
– – ﹤0.01% 271
2022
Q3 		$160K Hold
1,988
– – ﹤0.01% 305
2022
Q2 		$148K Hold
1,988
– – ﹤0.01% 320
2022
Q1 		$254K Hold
1,988
– – ﹤0.01% 276
2021
Q4 		$267K Hold
1,988
– – ﹤0.01% 275
2021
Q3 		$272K Sell
1,988
-28
-1% -$3.53K ﹤0.01% 267
2021
Q2 		$215K Buy
+2,016
New +$194K ﹤0.01% 306
2021
Q1 		– Sell
-1,988
Closed -$184K – 418
2020
Q4 		$184K Hold
1,988
– – ﹤0.01% 282
2020
Q3 		$205K Hold
1,988
– – ﹤0.01% 257
2020
Q2 		$201K Hold
1,988
– – ﹤0.01% 244
2020
Q1 		$134K Hold
1,988
– – ﹤0.01% 269
2019
Q4 		$109K Buy
1,988
+148
+8% +$7.02K ﹤0.01% 336
2019
Q3 		$69K Hold
1,840
– – ﹤0.01% 381
2019
Q2 		$69K Buy
1,840
+1,740
+1,740% +$54.7K ﹤0.01% 370
2019
Q1 		$3K Hold
100
– – ﹤0.01% 618
2018
Q4 		$3K Buy
+100
New +$3.17K ﹤0.01% 612
2017
Q4 		– Sell
-32
Closed – – 774
2017
Q3 		$0 Buy
+32
New +$566 ﹤0.01% 814

Other funds holding DXCM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DXCM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of DexCom (DXCM) in Q2 2026, closing a stake of 1,328 shares — an estimated $85K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DXCM in Q3 2017 and held it in 30 quarters. The position peaked at $272K in Q3 2021. 400 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining DexCom position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,328 DexCom shares in Q2 2026, an estimated $85K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DexCom in Q3 2017 and held it in 30 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's DexCom position peaked at $272K in Q3 2021.
  • 400 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.