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Total Wealth Planning & Management’s DexCom DXCM Stock Holding History

Total Wealth Planning & Management’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
-3,446
Closed -$216K – 224
2026
Q1 		$216K Buy
+3,446
New +$240K 0.16% 181

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's DXCM Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of DexCom (DXCM) in Q2 2026, closing a stake of 3,446 shares — an estimated $216K sold.

Total Wealth Planning & Management first reported a position in DXCM in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 976 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining DexCom position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 3,446 DexCom shares in Q2 2026, an estimated $216K.
  • Total Wealth Planning & Management first reported a position in DexCom in Q1 2026 and held it in 1 quarter.
  • Total Wealth Planning & Management's DexCom position peaked at $216K in Q1 2026.
  • 976 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.