Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Descartes Systems DSGX Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.08K Buy
+71
New +$5.24K ﹤0.01% 5018
2025
Q4 		– Sell
-179
Closed -$17K – 5424
2025
Q3 		$17K Buy
179
+10
+6% +$1.02K ﹤0.01% 4214
2025
Q2 		$17K Hold
169
– – ﹤0.01% 3996
2025
Q1 		$17K Buy
169
+59
+54% +$6.52K ﹤0.01% 3791
2024
Q4 		$12K Sell
110
-7
-6% -$781 ﹤0.01% 3747
2024
Q3 		$12K Buy
117
+7
+6% +$696 ﹤0.01% 3673
2024
Q2 		$11K Buy
110
+10
+10% +$940 ﹤0.01% 3474
2024
Q1 		$9K Hold
100
– – ﹤0.01% 3385
2023
Q4 		$8K Hold
100
– – ﹤0.01% 3278
2023
Q3 		$7K Sell
100
-40
-29% -$3.02K ﹤0.01% 3289
2023
Q2 		$11K Hold
140
– – ﹤0.01% 3007
2023
Q1 		$11K Sell
140
-76
-35% -$5.66K ﹤0.01% 2885
2022
Q4 		$15K Buy
216
+116
+116% +$7.93K ﹤0.01% 2548
2022
Q3 		$6K Hold
100
– – ﹤0.01% 2960
2022
Q2 		$6K Hold
100
– – ﹤0.01% 2867
2022
Q1 		$7K Sell
100
-22
-18% -$1.59K ﹤0.01% 2673
2021
Q4 		$10K Buy
+122
New +$10K ﹤0.01% 2343
2021
Q2 		$8K Hold
122
– – ﹤0.01% 2185
2021
Q1 		$8K Hold
122
– – ﹤0.01% 2185
2020
Q4 		$8K Hold
122
– – ﹤0.01% 2185
2020
Q3 		$8K Hold
122
– – ﹤0.01% 2185
2020
Q2 		$8K Hold
122
– – ﹤0.01% 2184
2020
Q1 		$8K Hold
122
– – ﹤0.01% 2184
2019
Q4 		$8K Hold
122
– – ﹤0.01% 2184
2019
Q3 		$8K Hold
122
– – ﹤0.01% 2184
2019
Q2 		$8K Hold
122
– – ﹤0.01% 2184
2019
Q1 		$8K Buy
122
+42
+53% +$1.36K ﹤0.01% 2184
2018
Q4 		$2K Hold
80
– – ﹤0.01% 1735
2018
Q3 		$3K Hold
80
– – ﹤0.01% 1447
2018
Q2 		$3K Buy
+80
New +$2.41K ﹤0.01% 1284

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DSGX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Descartes Systems (DSGX) in Q1 2026: 71 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #5018 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in DSGX as recently as Q3 2025.

Carson Wealth (CWM LLC) first reported a position in DSGX in Q2 2018 and has held it in 30 quarters since. The position peaked at $17K in Q3 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 71 shares of Descartes Systems worth $5.08K as of Q1 2026.
  • Descartes Systems was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Descartes Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5018 holding.
  • Carson Wealth (CWM LLC) first reported a position in Descartes Systems in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Descartes Systems position peaked at $17K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.