MassMutual Private Wealth & Trust’s Deluxe DLX Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q2	–	Sell	-152	Closed	-$2.4K	–	2388
2025 Q1	$2.4K	Hold	152	–	–	﹤0.01%	1863
2024 Q4	$3.43K	Hold	152	–	–	﹤0.01%	1669
2024 Q3	$2.96K	Hold	152	–	–	﹤0.01%	1548
2024 Q2	$3.41K	Hold	152	–	–	﹤0.01%	1450
2024 Q1	$3.13K	Hold	152	–	–	﹤0.01%	1409
2023 Q4	$3.26K	Sell	152 -115	-43%	-$2.14K	﹤0.01%	1359
2023 Q3	$5.04K	Hold	267	–	–	﹤0.01%	1249
2023 Q2	$4.67K	Buy	267 +251	+1,569%	+$3.94K	﹤0.01%	1232
2023 Q1	$256	Sell	16 -5	-24%	-$91	﹤0.01%	1757
2022 Q4	$0	Hold	21	–	–	﹤0.01%	1689
2022 Q3	$0	Buy	+21	New	+$441	﹤0.01%	1657

Other funds holding DLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MassMutual Private Wealth & Trust's DLX Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Deluxe (DLX) in Q2 2025, closing a stake of 152 shares — an estimated $2.4K sold.

MassMutual Private Wealth & Trust first reported a position in DLX in Q3 2022 and held it in 11 quarters. The position peaked at $5.04K in Q3 2023. 203 funds tracked by Wall St. Rank hold DLX as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining Deluxe position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 152 Deluxe shares in Q2 2025, an estimated $2.4K.
MassMutual Private Wealth & Trust first reported a position in Deluxe in Q3 2022 and held it in 11 quarters.
MassMutual Private Wealth & Trust's Deluxe position peaked at $5.04K in Q3 2023.
203 funds tracked by Wall St. Rank held Deluxe as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.