USA Financial Formulas’s DXP Enterprises DXPE Stock Holding History

USA Financial Formulas’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	$38.6K	Sell	213 -194	-48%	-$34.7K	0.01%	271
2026 Q2	$68.7K	Buy	407 +310	+320%	+$48.9K	0.01%	228
2026 Q1	$13.6K	Buy	97 +88	+978%	+$11.8K	﹤0.01%	280
2025 Q4	$988	Buy	+9	New	+$980	﹤0.01%	297
2017 Q2	–	Sell	-7,688	Closed	-$291K	–	244
2017 Q1	$291K	Buy	+7,688	New	+$274K	0.07%	200
2015 Q2	–	Sell	-5,705	Closed	-$252K	–	229
2015 Q1	$252K	Buy	+5,705	New	+$255K	0.08%	173

Other funds holding DXPE

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

USA Financial Formulas's DXPE Position: Q3 2026 in Review

USA Financial Formulas reduced its DXP Enterprises (DXPE) stake by 48% in Q3 2026, selling an estimated $34.7K and leaving 213 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #271.

USA Financial Formulas first reported a position in DXPE in Q1 2015 and has held it in 6 quarters since. The position peaked at $291K in Q1 2017. 51 funds tracked by Wall St. Rank hold DXPE as of Q3 2026.

USA Financial Formulas held 213 shares of DXP Enterprises worth $38.6K as of Q3 2026.
USA Financial Formulas sold 194 DXP Enterprises shares in Q3 2026, an estimated $34.7K.
DXP Enterprises made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #271 holding.
USA Financial Formulas first reported a position in DXP Enterprises in Q1 2015 and has held it in 6 quarters since.
USA Financial Formulas's DXP Enterprises position peaked at $291K in Q1 2017.
51 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.