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Coldstream Capital Management’s DXP Enterprises DXPE Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-71
Closed -$5.84K – 1736
2025
Q1 		$5.84K Buy
+71
New +$6.55K ﹤0.01% 2621

Other funds holding DXPE

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Coldstream Capital Management's DXPE Position: Q2 2025 in Review

Coldstream Capital Management sold out of DXP Enterprises (DXPE) in Q2 2025, closing a stake of 71 shares — an estimated $5.84K sold.

Coldstream Capital Management first reported a position in DXPE in Q1 2025 and held it in 1 quarter. The position peaked at $5.84K in Q1 2025. 199 funds tracked by Wall St. Rank hold DXPE as of Q2 2025.

  • Coldstream Capital Management reported no remaining DXP Enterprises position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 71 DXP Enterprises shares in Q2 2025, an estimated $5.84K.
  • Coldstream Capital Management first reported a position in DXP Enterprises in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's DXP Enterprises position peaked at $5.84K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.