WANY
DLX icon

Wealthspire Advisors (New York)’s Deluxe DLX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-247
Closed -$4.78K – 1504
2025
Q3 		$4.78K Buy
+247
New +$4.5K ﹤0.01% 2346

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s DLX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Deluxe (DLX) in Q4 2025, closing a stake of 247 shares — an estimated $4.78K sold.

Wealthspire Advisors (New York) first reported a position in DLX in Q3 2025 and held it in 1 quarter. The position peaked at $4.78K in Q3 2025. 229 funds tracked by Wall St. Rank hold DLX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Deluxe position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 247 Deluxe shares in Q4 2025, an estimated $4.78K.
  • Wealthspire Advisors (New York) first reported a position in Deluxe in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Deluxe position peaked at $4.78K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Deluxe as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.