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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
2024
Q1 		– Sell
-300
Closed -$37 – 679
2023
Q4 		$37 Buy
+300
New +$30.6K ﹤0.01% 655

Other funds holding DXCM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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. 463 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.
  • 463 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.