Olistico Wealth’s Deluxe DLX Stock Holding History

Olistico 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	–	Sell	-100	Closed	-$2.23K	–	346
2025 Q4	$2.23K	Buy	+100	New	+$2.01K	﹤0.01%	314

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

Olistico Wealth's DLX Position: Q1 2026 in Review

Olistico Wealth sold out of Deluxe (DLX) in Q1 2026, closing a stake of 100 shares — an estimated $2.23K sold.

Olistico Wealth first reported a position in DLX in Q4 2025 and held it in 1 quarter. The position peaked at $2.23K in Q4 2025. 256 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

Olistico Wealth reported no remaining Deluxe position as of Q1 2026 after selling out during the quarter.
Olistico Wealth sold 100 Deluxe shares in Q1 2026, an estimated $2.23K.
Olistico Wealth first reported a position in Deluxe in Q4 2025 and held it in 1 quarter.
Olistico Wealth's Deluxe position peaked at $2.23K in Q4 2025.
256 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

Based on Olistico Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.