Focus Partners Wealth’s Descartes Systems DSGX Stock Holding History

Focus Partners Wealth’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	$246K	Sell	3,559 -278	-7%	-$19.8K	﹤0.01%	2379
2026 Q1	$275K	Sell	3,837 -32,026	-89%	-$2.36M	﹤0.01%	2248
2025 Q4	$3.14M	Buy	35,863 +748	+2%	+$66.9K	﹤0.01%	1140
2025 Q3	$3.3M	Buy	35,115 +573	+2%	+$58.6K	0.01%	872
2025 Q2	$3.51M	Buy	34,542 +1,855	+6%	+$196K	0.01%	774
2025 Q1	$3.3M	Buy	32,687 +31	+0.1%	+$3.43K	0.01%	742
2024 Q4	$3.71M	Buy	32,656 +865	+3%	+$96.5K	0.01%	692
2024 Q3	$3.27M	Buy	31,791 +1,593	+5%	+$158K	0.01%	663
2024 Q2	$2.92M	Buy	30,198 +482	+2%	+$45.3K	0.01%	596
2024 Q1	$2.72M	Buy	29,716 +7,646	+35%	+$672K	0.02%	433
2023 Q4	$1.85M	Buy	+22,070	New	+$1.72M	0.02%	363

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Wealth's DSGX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Descartes Systems (DSGX) stake by 7.2% in Q2 2026, selling an estimated $19.8K and leaving 3,559 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Focus Partners Wealth first reported a position in DSGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.71M in Q4 2024. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Focus Partners Wealth held 3,559 shares of Descartes Systems worth $246K as of Q2 2026.
Focus Partners Wealth sold 278 Descartes Systems shares in Q2 2026, an estimated $19.8K.
Descartes Systems made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2379 holding.
Focus Partners Wealth first reported a position in Descartes Systems in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Descartes Systems position peaked at $3.71M in Q4 2024.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.