Focus Partners Wealth
DLX icon

Focus Partners Wealth’s Deluxe DLX Stock Holding History

Focus Partners Wealth’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
Q1 		$503K Buy
18,258
+248
+1% +$6.49K ﹤0.01% 1924
2025
Q4 		$402K Buy
18,010
+5
+0% +$101 ﹤0.01% 2052
2025
Q3 		$373K Buy
+18,005
New +$328K ﹤0.01% 1734
2025
Q2 		– Sell
-10,599
Closed -$168K – 2064
2025
Q1 		$168K Sell
10,599
-3,032
-22% -$57.5K ﹤0.01% 1775
2024
Q4 		$308K Buy
13,631
+1,465
+12% +$31.5K ﹤0.01% 1539
2024
Q3 		$237K Buy
+12,166
New +$254K ﹤0.01% 1394

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VPM
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DRZID
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VCM
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Geode Capital Management
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Goldman Sachs
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return