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Baron Wealth Management’s Deluxe DLX Stock Holding History

Baron 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 		$366K Sell
15,315
-1,336
-8% -$34.8K 0.09% 167
2026
Q1 		$459K Buy
16,651
+3,531
+27% +$92.3K 0.14% 120
2025
Q4 		$293K Buy
+13,120
New +$264K 0.09% 178

Other funds holding DLX

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Baron Wealth Management reduced its Deluxe (DLX) stake by 8% in Q2 2026, selling an estimated $34.8K and leaving 15,315 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #167.

Baron Wealth Management first reported a position in DLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $459K in Q1 2026. 22 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Baron Wealth Management held 15,315 shares of Deluxe worth $366K as of Q2 2026.
  • Baron Wealth Management sold 1,336 Deluxe shares in Q2 2026, an estimated $34.8K.
  • Deluxe made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Baron Wealth Management first reported a position in Deluxe in Q4 2025 and has held it in 3 quarters since.
  • Baron Wealth Management's Deluxe position peaked at $459K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.