GWM
DLX icon

Gilpin Wealth Management’s Deluxe DLX Stock Holding History

Gilpin 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 		$144 Sell
6
-2
-25% -$52 ﹤0.01% 984
2026
Q1 		$221 Buy
8
+5
+167% +$131 ﹤0.01% 835
2025
Q4 		$67 Buy
+3
New +$60 ﹤0.01% 910

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

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

Gilpin Wealth Management reduced its Deluxe (DLX) stake by 25% in Q2 2026, selling an estimated $52 and leaving 6 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Gilpin Wealth Management first reported a position in DLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $221 in Q1 2026. 244 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of Deluxe worth $144 as of Q2 2026.
  • Gilpin Wealth Management sold 2 Deluxe shares in Q2 2026, an estimated $52.
  • Deluxe made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #984 holding.
  • Gilpin Wealth Management first reported a position in Deluxe in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Deluxe position peaked at $221 in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.