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DLX icon

Covestor’s Deluxe DLX Stock Holding History

Covestor’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 		$1K Buy
51
+10
+24% +$260 ﹤0.01% 2116
2026
Q1 		$1K Sell
41
-13
-24% -$340 ﹤0.01% 2010
2025
Q4 		$1K Sell
54
-11
-17% -$221 ﹤0.01% 2028
2025
Q3 		$1K Sell
65
-13
-17% -$237 ﹤0.01% 2047
2025
Q2 		$1K Hold
78
– – ﹤0.01% 1968
2025
Q1 		$1K Sell
78
-20
-20% -$379 ﹤0.01% 1952
2024
Q4 		$2K Buy
98
+30
+44% +$644 ﹤0.01% 1861
2024
Q3 		$1K Buy
68
+5
+8% +$104 ﹤0.01% 1940
2024
Q2 		$1K Buy
63
+13
+26% +$278 ﹤0.01% 1972
2024
Q1 		$1K Sell
50
-35
-41% -$696 ﹤0.01% 1945
2023
Q4 		$2K Sell
85
-23
-21% -$428 ﹤0.01% 1840
2023
Q3 		$2K Sell
108
-40
-27% -$776 ﹤0.01% 1802
2023
Q2 		$3K Sell
148
-150
-50% -$2.35K ﹤0.01% 1754
2023
Q1 		$5K Sell
298
-6
-2% -$109 ﹤0.01% 1554
2022
Q4 		$5K Buy
304
+86
+39% +$1.53K ﹤0.01% 1558
2022
Q3 		$4K Buy
218
+201
+1,182% +$4.22K ﹤0.01% 1539
2022
Q2 		$0 Sell
17
-5
-23% -$127 ﹤0.01% 2006
2022
Q1 		$1K Sell
22
-4
-15% -$126 ﹤0.01% 1776
2021
Q4 		$1K Buy
+26
New +$917 ﹤0.01% 1713

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

Covestor's DLX Position: Q2 2026 in Review

Covestor increased its Deluxe (DLX) stake by 24% in Q2 2026, buying an estimated $260 and bringing the position to 51 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Covestor first reported a position in DLX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q1 2023. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Covestor held 51 shares of Deluxe worth $1K as of Q2 2026.
  • Covestor bought 10 Deluxe shares in Q2 2026, an estimated $260.
  • Deluxe made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2116 holding.
  • Covestor first reported a position in Deluxe in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Deluxe position peaked at $5K in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.