Mark Sheptoff Financial Planning’s DexCom DXCM Stock Holding History

Mark Sheptoff Financial Planning’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	$25.3K	Hold	425	–	–	0.01%	248
2025 Q4	$28.2K	Sell	425 -75	-15%	-$4.85K	0.01%	243
2025 Q3	$33.6K	Hold	500	–	–	0.02%	225
2025 Q2	$43.6K	Hold	500	–	–	0.02%	194
2025 Q1	$34.1K	Sell	500 -2,490	-83%	-$203K	0.02%	196
2024 Q4	$233K	Sell	2,990 -1,870	-38%	-$138K	0.12%	85
2024 Q3	$326K	Hold	4,860	–	–	0.17%	69
2024 Q2	$551K	Sell	4,860 -200	-4%	-$25.3K	0.31%	54
2024 Q1	$702K	Sell	5,060 -375	-7%	-$47.1K	0.39%	48
2023 Q4	$674K	Buy	5,435 +300	+6%	+$30.6K	0.41%	40
2023 Q3	$479K	Sell	5,135 -100	-2%	-$11.3K	0.31%	50
2023 Q2	$673K	Sell	5,235 -1,800	-26%	-$218K	0.38%	44
2023 Q1	$817K	Buy	7,035 +200	+3%	+$22.4K	0.47%	41
2022 Q4	$774K	Buy	6,835 +240	+4%	+$26.3K	0.45%	41
2022 Q3	$531K	Buy	6,595 +4,575	+226%	+$387K	0.32%	51
2022 Q2	$151K	Buy	+2,020	New	+$184K	0.09%	100

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

Mark Sheptoff Financial Planning's DXCM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its DexCom (DXCM) position steady in Q1 2026 at 425 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #248.

Mark Sheptoff Financial Planning first reported a position in DXCM in Q2 2022 and has held it in 16 quarters since. The position peaked at $817K in Q1 2023. 956 funds tracked by Wall St. Rank hold DXCM as of Q1 2026.

Mark Sheptoff Financial Planning held 425 shares of DexCom worth $25.3K as of Q1 2026.
Mark Sheptoff Financial Planning left its DexCom share count unchanged in Q1 2026.
DexCom made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #248 holding.
Mark Sheptoff Financial Planning first reported a position in DexCom in Q2 2022 and has held it in 16 quarters since.
Mark Sheptoff Financial Planning's DexCom position peaked at $817K in Q1 2023.
956 funds tracked by Wall St. Rank held DexCom as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.