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Ariadne Wealth Management’s Deluxe DLX Stock Holding History

Ariadne Wealth Management’s Portfolio DLX Stock Details DLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+9,250
New +$241K 0.1% 223
2024
Q3 		– Sell
-1,570
Closed -$483K – 239
2024
Q2 		$483K Buy
+1,570
New +$33.6K 0.37% 61

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ariadne Wealth Management's DLX Position: Q2 2026 in Review

Ariadne Wealth Management opened a new position in Deluxe (DLX) in Q2 2026: 9,250 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #223 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in DLX as recently as Q2 2024.

Ariadne Wealth Management first reported a position in DLX in Q2 2024 and has held it in 2 quarters since. The position peaked at $483K in Q2 2024. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Ariadne Wealth Management held 9,250 shares of Deluxe worth $221K as of Q2 2026.
  • Deluxe was a new Ariadne Wealth Management position in Q2 2026.
  • Deluxe made up 0.1% of Ariadne Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Ariadne Wealth Management first reported a position in Deluxe in Q2 2024 and has held it in 2 quarters since.
  • Ariadne Wealth Management's Deluxe position peaked at $483K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.