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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
Q2 		$33.7K Sell
486
-62
-11% -$4.43K ﹤0.01% 2051
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 $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

EverSource Wealth Advisors's DSGX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Descartes Systems (DSGX) stake by 11% in Q2 2026, selling an estimated $4.43K and leaving 486 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

EverSource Wealth Advisors first reported a position in DSGX in Q2 2022 and has held it in 17 quarters since. The position peaked at $151K in Q2 2024. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • EverSource Wealth Advisors held 486 shares of Descartes Systems worth $33.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 62 Descartes Systems shares in Q2 2026, an estimated $4.43K.
  • Descartes Systems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2051 holding.
  • EverSource Wealth Advisors first reported a position in Descartes Systems in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Descartes Systems position peaked at $151K in Q2 2024.
  • 340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.