HHM Wealth Advisors’s Descartes Systems DSGX Stock Holding History

HHM 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
2025 Q4	–	Sell	-200	Closed	-$18.8K	–	865
2025 Q3	$18.8K	Hold	200	–	–	﹤0.01%	524
2025 Q2	$20.3K	Hold	200	–	–	﹤0.01%	507
2025 Q1	$20.2K	Hold	200	–	–	﹤0.01%	504
2024 Q4	$22.7K	Hold	200	–	–	﹤0.01%	481
2024 Q3	$20.6K	Hold	200	–	–	﹤0.01%	462
2024 Q2	$19.4K	Buy	+200	New	+$18.8K	﹤0.01%	457

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HHM Wealth Advisors's DSGX Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Descartes Systems (DSGX) in Q4 2025, closing a stake of 200 shares — an estimated $18.8K sold.

HHM Wealth Advisors first reported a position in DSGX in Q2 2024 and held it in 6 quarters. The position peaked at $22.7K in Q4 2024. 351 funds tracked by Wall St. Rank hold DSGX as of Q4 2025.

HHM Wealth Advisors reported no remaining Descartes Systems position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 200 Descartes Systems shares in Q4 2025, an estimated $18.8K.
HHM Wealth Advisors first reported a position in Descartes Systems in Q2 2024 and held it in 6 quarters.
HHM Wealth Advisors's Descartes Systems position peaked at $22.7K in Q4 2024.
351 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.