Pettinga Financial Advisors’s DXP Enterprises DXPE Stock Holding History

Pettinga Financial 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 Q3	$1.81M	Hold	10,000	–	–	0.3%	55
2026 Q2	$1.69M	Hold	10,000	–	–	0.27%	55
2026 Q1	$1.4M	Hold	10,000	–	–	0.26%	57
2025 Q4	$1.1M	Hold	10,000	–	–	0.21%	70
2025 Q3	$1.19M	Hold	10,000	–	–	0.23%	62
2025 Q2	$877K	Hold	10,000	–	–	0.19%	70
2025 Q1	$823K	Hold	10,000	–	–	0.19%	67
2024 Q4	$826K	Hold	10,000	–	–	0.19%	63
2024 Q3	$534K	Hold	10,000	–	–	0.13%	75
2024 Q2	$458K	Hold	10,000	–	–	0.11%	79
2024 Q1	$537K	Hold	10,000	–	–	0.14%	77
2023 Q4	$337K	Hold	10,000	–	–	0.09%	93
2023 Q3	$349K	Hold	10,000	–	–	0.11%	78
2023 Q2	$364K	Hold	10,000	–	–	0.11%	77
2023 Q1	$269K	Buy	+10,000	New	+$288K	0.08%	86

Other funds holding DXPE

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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Pettinga Financial Advisors's DXPE Position: Q3 2026 in Review

Pettinga Financial Advisors held its DXP Enterprises (DXPE) position steady in Q3 2026 at 10,000 shares worth $1.81M. The position accounts for 0.3% of the portfolio, ranked #55.

Pettinga Financial Advisors first reported a position in DXPE in Q1 2023 and has held it in 15 quarters since. 22 funds tracked by Wall St. Rank hold DXPE as of Q3 2026.

Pettinga Financial Advisors held 10,000 shares of DXP Enterprises worth $1.81M as of Q3 2026.
Pettinga Financial Advisors left its DXP Enterprises share count unchanged in Q3 2026.
DXP Enterprises made up 0.3% of Pettinga Financial Advisors's portfolio in Q3 2026, its #55 holding.
Pettinga Financial Advisors first reported a position in DXP Enterprises in Q1 2023 and has held it in 15 quarters since.
22 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.