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Valeo Financial Advisors’s DexCom DXCM Stock Holding History

Valeo Financial 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 		$351K Sell
5,206
-1,462
-22% -$97.4K 0.01% 563
2026
Q1 		$419K Sell
6,668
-158
-2% -$11K 0.01% 456
2025
Q4 		$453K Sell
6,826
-2,588
-27% -$167K 0.01% 493
2025
Q3 		$633K Sell
9,414
-1,036
-10% -$82K 0.01% 405
2025
Q2 		$912K Buy
10,450
+2,162
+26% +$169K 0.02% 327
2025
Q1 		$566K Sell
8,288
-1,267
-13% -$103K 0.02% 386
2024
Q4 		$743K Sell
9,555
-486
-5% -$36K 0.02% 329
2024
Q3 		$673K Buy
10,041
+2,424
+32% +$199K 0.02% 340
2024
Q2 		$864K Buy
7,617
+2,062
+37% +$261K 0.03% 268
2024
Q1 		$766K Buy
5,555
+828
+18% +$104K 0.03% 281
2023
Q4 		$587K Buy
4,727
+2,363
+100% +$241K 0.02% 318
2023
Q3 		$221K Buy
2,364
+721
+44% +$81.3K 0.01% 537
2023
Q2 		$211K Buy
+1,643
New +$199K 0.01% 531
2021
Q2 		– Sell
-304
Closed -$27K – 856
2021
Q1 		$27K Sell
304
-96
-24% -$9.01K ﹤0.01% 1060
2020
Q4 		$37K Buy
400
+76
+23% +$6.79K ﹤0.01% 874
2020
Q3 		$33K Sell
324
-300
-48% -$31.3K ﹤0.01% 780
2020
Q2 		$63K Buy
624
+308
+97% +$27.6K 0.01% 643
2020
Q1 		$20K Buy
316
+288
+1,029% +$17.9K ﹤0.01% 896
2019
Q4 		$2K Sell
28
-100
-78% -$4.74K ﹤0.01% 1443
2019
Q3 		$5K Buy
128
+28
+28% +$1.09K ﹤0.01% 1190
2019
Q2 		$4K Sell
100
-120
-55% -$3.77K ﹤0.01% 1254
2019
Q1 		$7K Buy
+220
New +$7.73K ﹤0.01% 1048
2018
Q4 		– Sell
-80
Closed -$2.54K – 1548
2018
Q3 		$3K Hold
80
– – ﹤0.01% 1337
2018
Q2 		$2K Hold
80
– – ﹤0.01% 1331
2018
Q1 		$1K Hold
80
– – ﹤0.01% 1418
2017
Q4 		$1K Buy
+80
New +$1.04K ﹤0.01% 1265

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

Valeo Financial Advisors's DXCM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its DexCom (DXCM) stake by 22% in Q2 2026, selling an estimated $97.4K and leaving 5,206 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #563.

Valeo Financial Advisors first reported a position in DXCM in Q4 2017 and has held it in 26 quarters since. The position peaked at $912K in Q2 2025. 968 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • Valeo Financial Advisors held 5,206 shares of DexCom worth $351K as of Q2 2026.
  • Valeo Financial Advisors sold 1,462 DexCom shares in Q2 2026, an estimated $97.4K.
  • DexCom made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #563 holding.
  • Valeo Financial Advisors first reported a position in DexCom in Q4 2017 and has held it in 26 quarters since.
  • Valeo Financial Advisors's DexCom position peaked at $912K in Q2 2025.
  • 968 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.