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DSGR icon

Covestor’s Distribution Solutions Group DSGR Stock Holding History

Covestor’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
2026
Q1 		$62K Sell
2,383
-39
-2% -$1.09K 0.04% 568
2025
Q4 		$66K Buy
2,422
+190
+9% +$5.34K 0.03% 790
2025
Q3 		$67K Buy
2,232
+478
+27% +$14.6K 0.04% 772
2025
Q2 		$48K Buy
1,754
+1,696
+2,924% +$45.5K 0.03% 899
2025
Q1 		$2K Sell
58
-1
-2% -$31 ﹤0.01% 1832
2024
Q4 		$2K Buy
59
+35
+146% +$1.34K ﹤0.01% 1864
2024
Q3 		$1K Buy
24
+3
+14% +$102 ﹤0.01% 1942
2024
Q2 		$1K Sell
21
-4
-16% -$133 ﹤0.01% 1973
2024
Q1 		$1K Buy
25
+21
+525% +$675 ﹤0.01% 1947
2023
Q4 		$0 Sell
4
-3
-43% -$85 ﹤0.01% 2246
2023
Q3 		$0 Buy
7
+1
+17% +$26 ﹤0.01% 2223
2023
Q2 		$0 Buy
+6
New +$141 ﹤0.01% 2232

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
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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's DSGR Position: Q1 2026 in Review

Covestor reduced its Distribution Solutions Group (DSGR) stake by 1.6% in Q1 2026, selling an estimated $1.09K and leaving 2,383 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #568.

Covestor first reported a position in DSGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $67K in Q3 2025. 112 funds tracked by Wall St. Rank hold DSGR as of Q1 2026.

  • Covestor held 2,383 shares of Distribution Solutions Group worth $62K as of Q1 2026.
  • Covestor sold 39 Distribution Solutions Group shares in Q1 2026, an estimated $1.09K.
  • Distribution Solutions Group made up 0.04% of Covestor's portfolio in Q1 2026, its #568 holding.
  • Covestor first reported a position in Distribution Solutions Group in Q2 2023 and has held it in 12 quarters since.
  • Covestor's Distribution Solutions Group position peaked at $67K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.