Position in DXCM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$298,023
+$27,607 QoQ
Shares Held
4,425
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#650
of 966 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in DXCM Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. DXCM ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in DXCM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,023 | 4,425 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $270,416 | 4,306 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $235,215 | 3,544 | Shares | Sole | 2026-02-18 | |
| 2024-06-30 | $288,098 | 2,541 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $352,436 | 2,541 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $330,948 | 2,667 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $267,211 | 2,864 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $272,313 | 17,510 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,309,813 | 11,274 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $214,023 | 1,890 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $327,932 | 4,400 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $577,596 | 1,129 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $608,901 | 1,134 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $378,973 | 693 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $307,867 | 721 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $269,183 | 749 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $218,134 | 590 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $230,024 | 558 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $209,997 | 518 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||