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 Q2	$13.5K	Sell	200 -225	-53%	-$15K	0.01%	321
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's DXCM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its DexCom (DXCM) stake by 53% in Q2 2026, selling an estimated $15K and leaving 200 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #321.

Mark Sheptoff Financial Planning first reported a position in DXCM in Q2 2022 and has held it in 17 quarters since. The position peaked at $817K in Q1 2023. 973 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

Mark Sheptoff Financial Planning held 200 shares of DexCom worth $13.5K as of Q2 2026.
Mark Sheptoff Financial Planning sold 225 DexCom shares in Q2 2026, an estimated $15K.
DexCom made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #321 holding.
Mark Sheptoff Financial Planning first reported a position in DexCom in Q2 2022 and has held it in 17 quarters since.
Mark Sheptoff Financial Planning's DexCom position peaked at $817K in Q1 2023.
973 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.