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Advisory Research’s Distribution Solutions Group DSGR Stock Holding History

Advisory Research’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-82,131
Closed -$2.26M – 152
2025
Q2 		$2.26M Sell
82,131
-4,885
-6% -$131K 0.35% 64
2025
Q1 		$2.44M Sell
87,016
-1,074
-1% -$33.4K 0.43% 57
2024
Q4 		$3.03M Sell
88,090
-30,100
-25% -$1.16M 0.5% 47
2024
Q3 		$4.55M Buy
118,190
+38,000
+47% +$1.3M 0.81% 39
2024
Q2 		$2.41M Buy
+80,190
New +$2.67M 0.45% 50

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's DSGR Position: Q3 2025 in Review

Advisory Research sold out of Distribution Solutions Group (DSGR) in Q3 2025, closing a stake of 82,131 shares — an estimated $2.26M sold.

Advisory Research first reported a position in DSGR in Q2 2024 and held it in 5 quarters. The position peaked at $4.55M in Q3 2024. 96 funds tracked by Wall St. Rank hold DSGR as of Q3 2025.

  • Advisory Research reported no remaining Distribution Solutions Group position as of Q3 2025 after selling out during the quarter.
  • Advisory Research sold 82,131 Distribution Solutions Group shares in Q3 2025, an estimated $2.26M.
  • Advisory Research first reported a position in Distribution Solutions Group in Q2 2024 and held it in 5 quarters.
  • Advisory Research's Distribution Solutions Group position peaked at $4.55M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2025.

Based on Advisory Research's 13F filing for Q3 2025, filed 13 Nov 2025.