Avior Wealth Management’s Descartes Systems DSGX Stock Holding History

Avior Wealth Management’s Portfolio DSGX Stock Details DSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,704	Closed	-$325K	–	836
2025 Q4	$325K	Sell	3,704 -599	-14%	-$53.5K	0.01%	587
2025 Q3	$405K	Sell	4,303 -3	-0.1%	-$307	0.01%	503
2025 Q2	$438K	Sell	4,306 -14	-0.3%	-$1.48K	0.02%	466
2025 Q1	$436K	Buy	4,320 +384	+10%	+$42.5K	0.02%	442
2024 Q4	$447K	Sell	3,936 -337	-8%	-$37.6K	0.02%	477
2024 Q3	$440K	Buy	4,273 +117	+3%	+$11.6K	0.02%	483
2024 Q2	$402K	Buy	4,156 +812	+24%	+$76.3K	0.02%	492
2024 Q1	$306K	Buy	+3,344	New	+$294K	0.01%	577

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Avior Wealth Management's DSGX Position: Q1 2026 in Review

Avior Wealth Management sold out of Descartes Systems (DSGX) in Q1 2026, closing a stake of 3,704 shares — an estimated $325K sold.

Avior Wealth Management first reported a position in DSGX in Q1 2024 and held it in 8 quarters. The position peaked at $447K in Q4 2024. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Avior Wealth Management reported no remaining Descartes Systems position as of Q1 2026 after selling out during the quarter.
Avior Wealth Management sold 3,704 Descartes Systems shares in Q1 2026, an estimated $325K.
Avior Wealth Management first reported a position in Descartes Systems in Q1 2024 and held it in 8 quarters.
Avior Wealth Management's Descartes Systems position peaked at $447K in Q4 2024.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.