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DLX icon

True Wealth Design’s Deluxe DLX Stock Holding History

True Wealth Design’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 		$12.5K Sell
523
-23
-4% -$599 ﹤0.01% 985
2026
Q1 		$15K Hold
546
– – ﹤0.01% 827
2025
Q4 		$12.2K Hold
546
– – ﹤0.01% 790
2025
Q3 		$10.6K Buy
546
+244
+81% +$4.45K ﹤0.01% 811
2025
Q2 		$4.8K Buy
302
+266
+739% +$4K ﹤0.01% 824
2025
Q1 		$570 Buy
+36
New +$682 ﹤0.01% 1493
2024
Q4 		– Sell
-1
Closed -$20 – 1406
2024
Q3 		$20 Buy
+1
New +$21 ﹤0.01% 1269

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

True Wealth Design's DLX Position: Q2 2026 in Review

True Wealth Design reduced its Deluxe (DLX) stake by 4.2% in Q2 2026, selling an estimated $599 and leaving 523 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

True Wealth Design first reported a position in DLX in Q3 2024 and has held it in 7 quarters since. The position peaked at $15K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • True Wealth Design held 523 shares of Deluxe worth $12.5K as of Q2 2026.
  • True Wealth Design sold 23 Deluxe shares in Q2 2026, an estimated $599.
  • Deluxe made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #985 holding.
  • True Wealth Design first reported a position in Deluxe in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Deluxe position peaked at $15K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.