EverSource Wealth Advisors’s DXP Enterprises DXPE Stock Holding History

EverSource Wealth 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 Q2	$4.72K	Sell	28 -366	-93%	-$57.7K	﹤0.01%	3311
2026 Q1	$55.1K	Sell	394 -9	-2%	-$1.21K	﹤0.01%	1814
2025 Q4	$44.2K	Sell	403 -56	-12%	-$6.1K	﹤0.01%	1826
2025 Q3	$54.7K	Sell	459 -10	-2%	-$1.12K	﹤0.01%	1644
2025 Q2	$41.1K	Buy	469 +456	+3,508%	+$38K	﹤0.01%	1752
2025 Q1	$1.07K	Hold	13	–	–	﹤0.01%	3207
2024 Q4	$1.07K	Buy	+13	New	+$853	﹤0.01%	2940
2023 Q1	–	Sell	-53	Closed	-$1.46K	–	2418
2022 Q4	$1.46K	Sell	53 -3	-5%	-$80	﹤0.01%	2001
2022 Q3	$1K	Buy	+56	New	+$1.6K	﹤0.01%	1805
2022 Q2	–	Sell	-71	Closed	-$2K	–	1757
2022 Q1	$2K	Buy	+71	New	+$2.02K	﹤0.01%	1513

Other funds holding DXPE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's DXPE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its DXP Enterprises (DXPE) stake by 93% in Q2 2026, selling an estimated $57.7K and leaving 28 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3311.

EverSource Wealth Advisors first reported a position in DXPE in Q1 2022 and has held it in 10 quarters since. The position peaked at $55.1K in Q1 2026. 252 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

EverSource Wealth Advisors held 28 shares of DXP Enterprises worth $4.72K as of Q2 2026.
EverSource Wealth Advisors sold 366 DXP Enterprises shares in Q2 2026, an estimated $57.7K.
DXP Enterprises made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3311 holding.
EverSource Wealth Advisors first reported a position in DXP Enterprises in Q1 2022 and has held it in 10 quarters since.
EverSource Wealth Advisors's DXP Enterprises position peaked at $55.1K in Q1 2026.
252 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.