INVST’s DXP Enterprises DXPE Stock Holding History

INVST’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	-4,449	Closed	-$530K	–	310
2025 Q3	$530K	Buy	+4,449	New	+$497K	0.06%	235

Other funds holding DXPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

INVST's DXPE Position: Q4 2025 in Review

INVST sold out of DXP Enterprises (DXPE) in Q4 2025, closing a stake of 4,449 shares — an estimated $530K sold.

INVST first reported a position in DXPE in Q3 2025 and held it in 1 quarter. The position peaked at $530K in Q3 2025. 217 funds tracked by Wall St. Rank hold DXPE as of Q4 2025.

INVST reported no remaining DXP Enterprises position as of Q4 2025 after selling out during the quarter.
INVST sold 4,449 DXP Enterprises shares in Q4 2025, an estimated $530K.
INVST first reported a position in DXP Enterprises in Q3 2025 and held it in 1 quarter.
INVST's DXP Enterprises position peaked at $530K in Q3 2025.
217 funds tracked by Wall St. Rank held DXP Enterprises as of Q4 2025.

Based on INVST's 13F filing for Q4 2025, filed 11 Feb 2026.