NewEdge Advisors’s Deluxe DLX Stock Holding History

NewEdge 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 Q1	–	Sell	-13	Closed	-$291	–	4210
2025 Q4	$291	Buy	+13	New	+$262	﹤0.01%	4115
2017 Q3	–	Sell	-105	Closed	-$7.41K	–	549
2017 Q2	$7.41K	Buy	+105	New	+$7.32K	﹤0.01%	1059

Other funds holding DLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NewEdge Advisors's DLX Position: Q1 2026 in Review

NewEdge Advisors sold out of Deluxe (DLX) in Q1 2026, closing a stake of 13 shares — an estimated $291 sold.

NewEdge Advisors first reported a position in DLX in Q2 2017 and held it in 2 quarters. The position peaked at $7.41K in Q2 2017. 256 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

NewEdge Advisors reported no remaining Deluxe position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 13 Deluxe shares in Q1 2026, an estimated $291.
NewEdge Advisors first reported a position in Deluxe in Q2 2017 and held it in 2 quarters.
NewEdge Advisors's Deluxe position peaked at $7.41K in Q2 2017.
256 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.