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Summit Trail Advisors’s DexCom DXCM Stock Holding History

Summit Trail 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 		$1.38M Sell
20,512
-6,185
-23% -$412K 0.02% 837
2026
Q1 		$1.68M Buy
26,697
+7,669
+40% +$534K 0.02% 657
2025
Q4 		$1.26M Buy
19,028
+2,068
+12% +$134K 0.02% 680
2025
Q3 		$1.14M Buy
+16,960
New +$1.34M 0.02% 753
2024
Q3 		– Sell
-3,002
Closed -$340K – 727
2024
Q2 		$340K Sell
3,002
-186
-6% -$23.5K 0.01% 450
2024
Q1 		$442K Buy
3,188
+747
+31% +$93.9K 0.01% 363
2023
Q4 		$303K Sell
2,441
-461
-16% -$47.1K 0.01% 405
2023
Q3 		$271K Sell
2,902
-1,796
-38% -$202K 0.01% 403
2023
Q2 		$604K Buy
+4,698
New +$568K 0.02% 232
2018
Q1 		– Sell
-752
Closed -$11K – 770
2017
Q4 		$11K Buy
+752
New +$9.78K ﹤0.01% 1190

Other funds holding DXCM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Trail Advisors's DXCM Position: Q2 2026 in Review

Summit Trail Advisors reduced its DexCom (DXCM) stake by 23% in Q2 2026, selling an estimated $412K and leaving 20,512 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #837.

Summit Trail Advisors first reported a position in DXCM in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.68M in Q1 2026. 973 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • Summit Trail Advisors held 20,512 shares of DexCom worth $1.38M as of Q2 2026.
  • Summit Trail Advisors sold 6,185 DexCom shares in Q2 2026, an estimated $412K.
  • DexCom made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #837 holding.
  • Summit Trail Advisors first reported a position in DexCom in Q4 2017 and has held it in 10 quarters since.
  • Summit Trail Advisors's DexCom position peaked at $1.68M in Q1 2026.
  • 973 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.