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Clearstead Advisors’s DXP Enterprises DXPE Stock Holding History

Clearstead Advisors’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 		– Sell
-492
Closed -$54K – 2417
2025
Q4 		$54K Buy
492
+306
+165% +$33.3K ﹤0.01% 1376
2025
Q3 		$22.1K Sell
186
-91
-33% -$10.2K ﹤0.01% 1602
2025
Q2 		$24.3K Buy
+277
New +$23.1K ﹤0.01% 1541

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

Clearstead Advisors's DXPE Position: Q1 2026 in Review

Clearstead Advisors sold out of DXP Enterprises (DXPE) in Q1 2026, closing a stake of 492 shares — an estimated $54K sold.

Clearstead Advisors first reported a position in DXPE in Q2 2025 and held it in 3 quarters. The position peaked at $54K in Q4 2025. 233 funds tracked by Wall St. Rank hold DXPE as of Q1 2026.

  • Clearstead Advisors reported no remaining DXP Enterprises position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 492 DXP Enterprises shares in Q1 2026, an estimated $54K.
  • Clearstead Advisors first reported a position in DXP Enterprises in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's DXP Enterprises position peaked at $54K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.