Pathstone Holdings
DXPE icon

Pathstone Holdings’s DXP Enterprises DXPE Stock Holding History

Pathstone Holdings’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 		$439K Sell
2,604
-758
-23% -$120K ﹤0.01% 1933
2026
Q1 		$470K Sell
3,362
-170
-5% -$22.8K ﹤0.01% 1776
2025
Q4 		$388K Sell
3,532
-93
-3% -$10.1K ﹤0.01% 1852
2025
Q3 		$432K Buy
+3,625
New +$405K ﹤0.01% 1836
2025
Q1 		– Sell
-3,024
Closed -$250K – 2296
2024
Q4 		$250K Sell
3,024
-921
-23% -$60.4K ﹤0.01% 2053
2024
Q3 		$211K Buy
+3,945
New +$198K ﹤0.01% 2151
2024
Q2 		– Sell
-3,940
Closed -$212K – 2326
2024
Q1 		$212K Buy
+3,940
New +$148K ﹤0.01% 2117

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

Pathstone Holdings's DXPE Position: Q2 2026 in Review

Pathstone Holdings reduced its DXP Enterprises (DXPE) stake by 23% in Q2 2026, selling an estimated $120K and leaving 2,604 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Pathstone Holdings first reported a position in DXPE in Q1 2024 and has held it in 7 quarters since. The position peaked at $470K in Q1 2026. 253 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Pathstone Holdings held 2,604 shares of DXP Enterprises worth $439K as of Q2 2026.
  • Pathstone Holdings sold 758 DXP Enterprises shares in Q2 2026, an estimated $120K.
  • DXP Enterprises made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1933 holding.
  • Pathstone Holdings first reported a position in DXP Enterprises in Q1 2024 and has held it in 7 quarters since.
  • Pathstone Holdings's DXP Enterprises position peaked at $470K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.