Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s DXP Enterprises DXPE Stock Holding History

Carson Wealth (CWM LLC)’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 		$170K Buy
1,220
+6
+0.5% +$805 ﹤0.01% 2859
2025
Q4 		$133K Sell
1,214
-4
-0.3% -$436 ﹤0.01% 2859
2025
Q3 		$145K Buy
1,218
+42
+4% +$4.7K ﹤0.01% 2693
2025
Q2 		$103K Sell
1,176
-311
-21% -$25.9K ﹤0.01% 2692
2025
Q1 		$122K Buy
1,487
+362
+32% +$33.4K ﹤0.01% 2256
2024
Q4 		$93K Buy
1,125
+240
+27% +$15.7K ﹤0.01% 2321
2024
Q3 		$47K Buy
885
+485
+121% +$24.3K ﹤0.01% 2735
2024
Q2 		$18K Buy
400
+393
+5,614% +$19.8K ﹤0.01% 3173
2024
Q1 		$0 Buy
7
+2
+40% +$75 ﹤0.01% 4409
2023
Q4 		$0 Sell
5
-26
-84% -$849 ﹤0.01% 4221
2023
Q3 		$1K Hold
31
– – ﹤0.01% 3962
2023
Q2 		$1K Hold
31
– – ﹤0.01% 3945
2023
Q1 		$1K Buy
31
+5
+19% +$144 ﹤0.01% 3812
2022
Q4 		$1K Sell
26
-3
-10% -$80 ﹤0.01% 3731
2022
Q3 		$1K Buy
+29
New +$831 ﹤0.01% 3632
2022
Q2 		– Sell
-193
Closed -$5K – 3858
2022
Q1 		$5K Hold
193
– – ﹤0.01% 2818
2021
Q4 		$5K Buy
+193
New +$5.87K ﹤0.01% 2708

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DXPE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its DXP Enterprises (DXPE) stake by 0.49% in Q1 2026, buying an estimated $805 and bringing the position to 1,220 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Carson Wealth (CWM LLC) first reported a position in DXPE in Q4 2021 and has held it in 17 quarters since. 233 funds tracked by Wall St. Rank hold DXPE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,220 shares of DXP Enterprises worth $170K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6 DXP Enterprises shares in Q1 2026, an estimated $805.
  • DXP Enterprises made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2859 holding.
  • Carson Wealth (CWM LLC) first reported a position in DXP Enterprises in Q4 2021 and has held it in 17 quarters since.
  • 233 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.