Wealth Enhancement Advisory Services
DLX icon

Wealth Enhancement Advisory Services’s Deluxe DLX Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$713K Sell
30,925
-653
-2% -$16K ﹤0.01% 2472
2026
Q2 		$774K Buy
31,578
+1,267
+4% +$33K ﹤0.01% 2286
2026
Q1 		$839K Buy
30,311
+6,138
+25% +$161K ﹤0.01% 1924
2025
Q4 		$535K Sell
24,173
-1,042
-4% -$21K ﹤0.01% 2418
2025
Q3 		$479K Buy
25,215
+6,186
+33% +$113K ﹤0.01% 2399
2025
Q2 		$326K Buy
+19,029
New +$287K ﹤0.01% 2574

Other funds holding DLX

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's DLX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Deluxe (DLX) stake by 2.1% in Q3 2026, selling an estimated $16K and leaving 30,925 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Wealth Enhancement Advisory Services first reported a position in DLX in Q2 2025 and has held it in 6 quarters since. The position peaked at $839K in Q1 2026. 16 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 30,925 shares of Deluxe worth $713K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 653 Deluxe shares in Q3 2026, an estimated $16K.
  • Deluxe made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2472 holding.
  • Wealth Enhancement Advisory Services first reported a position in Deluxe in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Deluxe position peaked at $839K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.