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Elevation Wealth Partners’s Descartes Systems DSGX Stock Holding History

Elevation Wealth Partners’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
Q3 		$9.3K Hold
115
– – ﹤0.01% 915
2026
Q2 		$7.96K Buy
+115
New +$8.21K ﹤0.01% 890

Other funds holding DSGX

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Elevation Wealth Partners's DSGX Position: Q3 2026 in Review

Elevation Wealth Partners held its Descartes Systems (DSGX) position steady in Q3 2026 at 115 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Elevation Wealth Partners first reported a position in DSGX in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold DSGX as of Q3 2026.

  • Elevation Wealth Partners held 115 shares of Descartes Systems worth $9.3K as of Q3 2026.
  • Elevation Wealth Partners left its Descartes Systems share count unchanged in Q3 2026.
  • Descartes Systems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #915 holding.
  • Elevation Wealth Partners first reported a position in Descartes Systems in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.