Valeo Financial Advisors’s DXP Enterprises DXPE Stock Holding History

Valeo 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 Q2	$275K	Buy	1,628 +15	+0.9%	+$2.37K	0.01%	648
2026 Q1	$225K	Buy	+1,613	New	+$216K	0.01%	654
2021 Q2	–	Sell	-1,900	Closed	-$57K	–	858
2021 Q1	$57K	Hold	1,900	–	–	﹤0.01%	814
2020 Q4	$42K	Hold	1,900	–	–	﹤0.01%	830
2020 Q3	$31K	Hold	1,900	–	–	﹤0.01%	801
2020 Q2	$38K	Buy	+1,900	New	+$30.6K	﹤0.01%	823

Other funds holding DXPE

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Valeo Financial Advisors's DXPE Position: Q2 2026 in Review

Valeo Financial Advisors increased its DXP Enterprises (DXPE) stake by 0.93% in Q2 2026, buying an estimated $2.37K and bringing the position to 1,628 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #648.

Valeo Financial Advisors first reported a position in DXPE in Q2 2020 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

Valeo Financial Advisors held 1,628 shares of DXP Enterprises worth $275K as of Q2 2026.
Valeo Financial Advisors bought 15 DXP Enterprises shares in Q2 2026, an estimated $2.37K.
DXP Enterprises made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #648 holding.
Valeo Financial Advisors first reported a position in DXP Enterprises in Q2 2020 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.