TPWA
DXPE icon

Twin Peaks Wealth Advisors’s DXP Enterprises DXPE Stock Holding History

Twin Peaks 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 		– Sell
-39
Closed -$5.45K – 775
2026
Q1 		$5.45K Buy
+39
New +$5.23K ﹤0.01% 1353
2025
Q3 		– Sell
-39
Closed -$4.77K – 695
2025
Q2 		$4.77K Buy
+39
New +$3.25K ﹤0.01% 1328

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

Twin Peaks Wealth Advisors's DXPE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of DXP Enterprises (DXPE) in Q2 2026, closing a stake of 39 shares — an estimated $5.45K sold.

Twin Peaks Wealth Advisors first reported a position in DXPE in Q2 2025 and held it in 2 quarters. The position peaked at $5.45K in Q1 2026. 252 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining DXP Enterprises position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 39 DXP Enterprises shares in Q2 2026, an estimated $5.45K.
  • Twin Peaks Wealth Advisors first reported a position in DXP Enterprises in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's DXP Enterprises position peaked at $5.45K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.