AWE
DXPE icon

Avidian Wealth Enterprises’s DXP Enterprises DXPE Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$943K Buy
5,586
+825
+17% +$130K 0.03% 335
2026
Q1 		$665K Buy
4,761
+6
+0.1% +$805 0.02% 380
2025
Q4 		$522K Hold
4,755
– – 0.02% 364
2025
Q3 		$566K Hold
4,755
– – 0.02% 342
2025
Q2 		$417K Buy
4,755
+596
+14% +$49.6K 0.02% 377
2025
Q1 		$342K Sell
4,159
-335
-7% -$30.9K 0.02% 381
2024
Q4 		$371K Buy
+4,494
New +$295K 0.02% 355

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Avidian Wealth Enterprises's DXPE Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its DXP Enterprises (DXPE) stake by 17% in Q2 2026, buying an estimated $130K and bringing the position to 5,586 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #335.

Avidian Wealth Enterprises first reported a position in DXPE in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Avidian Wealth Enterprises held 5,586 shares of DXP Enterprises worth $943K as of Q2 2026.
  • Avidian Wealth Enterprises bought 825 DXP Enterprises shares in Q2 2026, an estimated $130K.
  • DXP Enterprises made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #335 holding.
  • Avidian Wealth Enterprises first reported a position in DXP Enterprises in Q4 2024 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.