Allworth Financial’s DXP Enterprises DXPE Stock Holding History

Allworth Financial’s Portfolio DXPE Stock Details DXPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.87K	Buy	42 +9	+27%	+$1.21K	﹤0.01%	3863
2025 Q4	$3.62K	Buy	33 +8	+32%	+$871	﹤0.01%	3885
2025 Q3	$2.98K	Buy	25 +1	+4%	+$112	﹤0.01%	3825
2025 Q2	$2.1K	Hold	24	–	–	﹤0.01%	3679
2025 Q1	$2.04K	Hold	24	–	–	﹤0.01%	3207
2024 Q4	$2.5K	Hold	24	–	–	﹤0.01%	3079
2024 Q3	$1.28K	Hold	24	–	–	﹤0.01%	3134
2024 Q2	$1.22K	Hold	24	–	–	﹤0.01%	3100
2024 Q1	$1.29K	Hold	24	–	–	﹤0.01%	2993
2023 Q4	$809	Hold	24	–	–	﹤0.01%	3020
2023 Q3	$839	Buy	+24	New	+$867	﹤0.01%	2905
2022 Q4	–	Sell	-8	Closed	–	–	3056
2022 Q3	$0	Buy	+8	New	+$229	﹤0.01%	2765
2021 Q4	–	Sell	-166	Closed	-$5K	–	1979
2021 Q3	$5K	Hold	166	–	–	﹤0.01%	1516
2021 Q2	$6K	Hold	166	–	–	﹤0.01%	1156
2021 Q1	$5K	Buy	+166	New	+$4.73K	﹤0.01%	1127

Other funds holding DXPE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Allworth Financial's DXPE Position: Q1 2026 in Review

Allworth Financial increased its DXP Enterprises (DXPE) stake by 27% in Q1 2026, buying an estimated $1.21K and bringing the position to 42 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

Allworth Financial first reported a position in DXPE in Q1 2021 and has held it in 15 quarters since. The position peaked at $6K in Q2 2021. 233 funds tracked by Wall St. Rank hold DXPE as of Q1 2026.

Allworth Financial held 42 shares of DXP Enterprises worth $5.87K as of Q1 2026.
Allworth Financial bought 9 DXP Enterprises shares in Q1 2026, an estimated $1.21K.
DXP Enterprises made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3863 holding.
Allworth Financial first reported a position in DXP Enterprises in Q1 2021 and has held it in 15 quarters since.
Allworth Financial's DXP Enterprises position peaked at $6K in Q2 2021.
233 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.