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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

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

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. 253 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.
  • 253 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.