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Mount Yale Investment Advisors’s DexCom DXCM Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-4,325
Closed -$378K – 914
2025
Q2 		$378K Sell
4,325
-3,590
-45% -$281K 0.03% 403
2025
Q1 		$541K Sell
7,915
-1,257
-14% -$103K 0.05% 312
2024
Q4 		$713K Buy
+9,172
New +$679K 0.06% 270

Other funds holding DXCM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's DXCM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of DexCom (DXCM) in Q3 2025, closing a stake of 4,325 shares — an estimated $378K sold.

Mount Yale Investment Advisors first reported a position in DXCM in Q4 2024 and held it in 3 quarters. The position peaked at $713K in Q4 2024. 911 funds tracked by Wall St. Rank hold DXCM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining DexCom position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,325 DexCom shares in Q3 2025, an estimated $378K.
  • Mount Yale Investment Advisors first reported a position in DexCom in Q4 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's DexCom position peaked at $713K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held DexCom as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.