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Clearstead Trust’s DXP Enterprises DXPE Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-9
Closed -$1.07K – 1158
2025
Q3 		$1.07K Hold
9
– – ﹤0.01% 1198
2025
Q2 		$789 Buy
+9
New +$750 ﹤0.01% 1226

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Clearstead Trust's DXPE Position: Q4 2025 in Review

Clearstead Trust sold out of DXP Enterprises (DXPE) in Q4 2025, closing a stake of 9 shares — an estimated $1.07K sold.

Clearstead Trust first reported a position in DXPE in Q2 2025 and held it in 2 quarters. The position peaked at $1.07K in Q3 2025. 217 funds tracked by Wall St. Rank hold DXPE as of Q4 2025.

  • Clearstead Trust reported no remaining DXP Enterprises position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 9 DXP Enterprises shares in Q4 2025, an estimated $1.07K.
  • Clearstead Trust first reported a position in DXP Enterprises in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's DXP Enterprises position peaked at $1.07K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held DXP Enterprises as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.