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Crestwood Advisors Group’s Descartes Systems DSGX Stock Holding History

Crestwood Advisors Group’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
Q2 		– Sell
-3,744
Closed -$268K – 893
2026
Q1 		$268K Sell
3,744
-3,847
-51% -$284K ﹤0.01% 630
2025
Q4 		$665K Sell
7,591
-5,490
-42% -$491K 0.01% 343
2025
Q3 		$1.23M Sell
13,081
-655
-5% -$67K 0.02% 268
2025
Q2 		$1.4M Sell
13,736
-733
-5% -$77.3K 0.03% 245
2025
Q1 		$1.46M Buy
+14,469
New +$1.6M 0.03% 230

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Crestwood Advisors Group's DSGX Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Descartes Systems (DSGX) in Q2 2026, closing a stake of 3,744 shares — an estimated $268K sold.

Crestwood Advisors Group first reported a position in DSGX in Q1 2025 and held it in 5 quarters. The position peaked at $1.46M in Q1 2025. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Crestwood Advisors Group reported no remaining Descartes Systems position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,744 Descartes Systems shares in Q2 2026, an estimated $268K.
  • Crestwood Advisors Group first reported a position in Descartes Systems in Q1 2025 and held it in 5 quarters.
  • Crestwood Advisors Group's Descartes Systems position peaked at $1.46M in Q1 2025.
  • 340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.