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EverSource Wealth Advisors’s Descartes Systems DSGX Stock Holding History

EverSource Wealth Advisors’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 		$39.2K Buy
548
+200
+57% +$14.8K ﹤0.01% 2073
2025
Q4 		$30.5K Sell
348
-437
-56% -$39.1K ﹤0.01% 2092
2025
Q3 		$74K Buy
785
+104
+15% +$10.6K ﹤0.01% 1431
2025
Q2 		$69.2K Sell
681
-215
-24% -$22.7K ﹤0.01% 1410
2025
Q1 		$90.3K Buy
896
+49
+6% +$5.42K 0.01% 949
2024
Q4 		$96.2K Buy
847
+108
+15% +$12K 0.01% 916
2024
Q3 		$76.1K Sell
739
-751
-50% -$74.6K ﹤0.01% 890
2024
Q2 		$151K Buy
1,490
+45
+3% +$4.23K 0.01% 652
2024
Q1 		$134K Buy
1,445
+72
+5% +$6.33K 0.01% 613
2023
Q4 		$115K Buy
1,373
+22
+2% +$1.72K 0.01% 590
2023
Q3 		$99.2K Sell
1,351
-59
-4% -$4.45K 0.01% 570
2023
Q2 		$113K Buy
1,410
+17
+1% +$1.32K 0.01% 536
2023
Q1 		$112K Buy
1,393
+42
+3% +$3.13K 0.01% 507
2022
Q4 		$94.1K Hold
1,351
– – 0.01% 524
2022
Q3 		$86K Buy
1,351
+501
+59% +$34K 0.02% 469
2022
Q2 		$53K Buy
+850
New +$53K 0.01% 610

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

EverSource Wealth Advisors's DSGX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Descartes Systems (DSGX) stake by 57% in Q1 2026, buying an estimated $14.8K and bringing the position to 548 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

EverSource Wealth Advisors first reported a position in DSGX in Q2 2022 and has held it in 16 quarters since. The position peaked at $151K in Q2 2024. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • EverSource Wealth Advisors held 548 shares of Descartes Systems worth $39.2K as of Q1 2026.
  • EverSource Wealth Advisors bought 200 Descartes Systems shares in Q1 2026, an estimated $14.8K.
  • Descartes Systems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2073 holding.
  • EverSource Wealth Advisors first reported a position in Descartes Systems in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Descartes Systems position peaked at $151K in Q2 2024.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.