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 Q3	$26K	Sell	752 -9,935	-93%	-$334K	0.02%	1009
2026 Q2	$293K	Buy	10,687 +8,304	+348%	+$227K	0.17%	86
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

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Covestor's DSGR Position: Q3 2026 in Review

Covestor reduced its Distribution Solutions Group (DSGR) stake by 93% in Q3 2026, selling an estimated $334K and leaving 752 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #1009.

Covestor first reported a position in DSGR in Q2 2023 and has held it in 14 quarters since. The position peaked at $293K in Q2 2026. 27 funds tracked by Wall St. Rank hold DSGR as of Q3 2026.

Covestor held 752 shares of Distribution Solutions Group worth $26K as of Q3 2026.
Covestor sold 9,935 Distribution Solutions Group shares in Q3 2026, an estimated $334K.
Distribution Solutions Group made up 0.02% of Covestor's portfolio in Q3 2026, its #1009 holding.
Covestor first reported a position in Distribution Solutions Group in Q2 2023 and has held it in 14 quarters since.
Covestor's Distribution Solutions Group position peaked at $293K in Q2 2026.
27 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.