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Carolinas Wealth Consulting’s Descartes Systems DSGX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-36
Closed -$3.6K – 241
2025
Q1 		$3.6K Buy
36
+3
+9% +$332 ﹤0.01% 662
2024
Q4 		$3.68K Buy
33
+10
+43% +$1.11K ﹤0.01% 690
2024
Q3 		$2.36K Buy
23
+1
+5% +$99 ﹤0.01% 783
2024
Q2 		$2.05K Buy
22
+1
+5% +$94 ﹤0.01% 794
2024
Q1 		$1.9K Buy
+21
New +$1.85K ﹤0.01% 800

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carolinas Wealth Consulting's DSGX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Descartes Systems (DSGX) in Q2 2025, closing a stake of 36 shares — an estimated $3.6K sold.

Carolinas Wealth Consulting first reported a position in DSGX in Q1 2024 and held it in 5 quarters. The position peaked at $3.68K in Q4 2024. 357 funds tracked by Wall St. Rank hold DSGX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Descartes Systems position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 36 Descartes Systems shares in Q2 2025, an estimated $3.6K.
  • Carolinas Wealth Consulting first reported a position in Descartes Systems in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Descartes Systems position peaked at $3.68K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.