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HB Wealth Management’s Descartes Systems DSGX Stock Holding History

HB Wealth Management’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
2025
Q4 		– Sell
-2,602
Closed -$245K – 1418
2025
Q3 		$245K Buy
2,602
+171
+7% +$17.5K ﹤0.01% 1176
2025
Q2 		$247K Hold
2,431
– – ﹤0.01% 1020
2025
Q1 		$245K Buy
+2,431
New +$269K ﹤0.01% 1049

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HB Wealth Management's DSGX Position: Q4 2025 in Review

HB Wealth Management sold out of Descartes Systems (DSGX) in Q4 2025, closing a stake of 2,602 shares — an estimated $245K sold.

HB Wealth Management first reported a position in DSGX in Q1 2025 and held it in 3 quarters. The position peaked at $247K in Q2 2025. 351 funds tracked by Wall St. Rank hold DSGX as of Q4 2025.

  • HB Wealth Management reported no remaining Descartes Systems position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 2,602 Descartes Systems shares in Q4 2025, an estimated $245K.
  • HB Wealth Management first reported a position in Descartes Systems in Q1 2025 and held it in 3 quarters.
  • HB Wealth Management's Descartes Systems position peaked at $247K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.