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Integrated Wealth Concepts’s DXP Enterprises DXPE Stock Holding History

Integrated Wealth Concepts’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 		$126K Buy
+747
New +$118K ﹤0.01% 2636

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Integrated Wealth Concepts's DXPE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in DXP Enterprises (DXPE) in Q2 2026: 747 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #2636 among its holdings.

252 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Integrated Wealth Concepts held 747 shares of DXP Enterprises worth $126K as of Q2 2026.
  • DXP Enterprises was a new Integrated Wealth Concepts position in Q2 2026.
  • DXP Enterprises made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2636 holding.
  • 252 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.