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
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

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

Wealth Enhancement Advisory Services's DLX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Deluxe (DLX) stake by 4.2% in Q2 2026, buying an estimated $33K and bringing the position to 31,578 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Wealth Enhancement Advisory Services first reported a position in DLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $839K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,578 shares of Deluxe worth $774K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,267 Deluxe shares in Q2 2026, an estimated $33K.
  • Deluxe made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2286 holding.
  • Wealth Enhancement Advisory Services first reported a position in Deluxe in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Deluxe position peaked at $839K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.