AWE
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Avidian Wealth Enterprises's DXPE Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its DXP Enterprises (DXPE) stake by 0.13% in Q1 2026, buying an estimated $805 and bringing the position to 4,761 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #380.

Avidian Wealth Enterprises first reported a position in DXPE in Q4 2024 and has held it in 6 quarters since. 233 funds tracked by Wall St. Rank hold DXPE as of Q1 2026.

  • Avidian Wealth Enterprises held 4,761 shares of DXP Enterprises worth $665K as of Q1 2026.
  • Avidian Wealth Enterprises bought 6 DXP Enterprises shares in Q1 2026, an estimated $805.
  • DXP Enterprises made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #380 holding.
  • Avidian Wealth Enterprises first reported a position in DXP Enterprises in Q4 2024 and has held it in 6 quarters since.
  • 233 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.