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Clearstead Advisors’s Deluxe DLX Stock Holding History

Clearstead Advisors’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 		$335 Buy
+14
New +$364 ﹤0.01% 3043
2026
Q1 		– Sell
-10
Closed -$224 – 2408
2025
Q4 		$224 Sell
10
-440
-98% -$8.86K ﹤0.01% 2406
2025
Q3 		$8.71K Buy
450
+275
+157% +$5.01K ﹤0.01% 1965
2025
Q2 		$2.79K Buy
+175
New +$2.63K ﹤0.01% 2254
2021
Q3 		– Sell
-200
Closed -$10K – 1312
2021
Q2 		$10K Hold
200
– – ﹤0.01% 795
2021
Q1 		$8K Hold
200
– – ﹤0.01% 812
2020
Q4 		$6K Buy
+200
New +$5.16K ﹤0.01% 781

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

Clearstead Advisors's DLX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Deluxe (DLX) in Q2 2026: 14 shares worth $335. The stake represents ﹤0.01% of the portfolio and ranks #3043 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DLX as recently as Q4 2025.

Clearstead Advisors first reported a position in DLX in Q4 2020 and has held it in 7 quarters since. The position peaked at $10K in Q2 2021. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Clearstead Advisors held 14 shares of Deluxe worth $335 as of Q2 2026.
  • Deluxe was a new Clearstead Advisors position in Q2 2026.
  • Deluxe made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3043 holding.
  • Clearstead Advisors first reported a position in Deluxe in Q4 2020 and has held it in 7 quarters since.
  • Clearstead Advisors's Deluxe position peaked at $10K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.