JFS Wealth Advisors’s Descartes Systems DSGX Stock Holding History

JFS 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	$277	Sell	4 -400	-99%	-$28.6K	﹤0.01%	2080
2026 Q1	$28.9K	Buy	404 +390	+2,786%	+$28.8K	﹤0.01%	645
2025 Q4	$1.23K	Hold	14	–	–	﹤0.01%	1669
2025 Q3	$1.32K	Hold	14	–	–	﹤0.01%	1548
2025 Q2	$1.42K	Sell	14 -1	-7%	-$105	﹤0.01%	1482
2025 Q1	$1.51K	Sell	15 -5	-25%	-$553	﹤0.01%	1560
2024 Q4	$2.27K	Buy	20 +3	+18%	+$335	﹤0.01%	1421
2024 Q3	$1.75K	Buy	17 +3	+21%	+$298	﹤0.01%	1544
2024 Q2	$1.36K	Hold	14	–	–	﹤0.01%	1576
2024 Q1	$1.28K	Hold	14	–	–	﹤0.01%	1589
2023 Q4	$1.18K	Buy	14 +1	+8%	+$78	﹤0.01%	1610
2023 Q3	$955	Buy	13 +1	+8%	+$75	﹤0.01%	1610
2023 Q2	$962	Hold	12	–	–	﹤0.01%	1621
2023 Q1	$969	Hold	12	–	–	﹤0.01%	1592
2022 Q4	$837	Hold	12	–	–	﹤0.01%	1643
2022 Q3	$1K	Buy	12 +1	+9%	+$68	﹤0.01%	1530
2022 Q2	$1K	Sell	11 -7	-39%	-$437	﹤0.01%	1506
2022 Q1	$1K	Buy	+18	New	+$1.3K	﹤0.01%	1622

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

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

JFS Wealth Advisors reduced its Descartes Systems (DSGX) stake by 99% in Q2 2026, selling an estimated $28.6K and leaving 4 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

JFS Wealth Advisors first reported a position in DSGX in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.9K in Q1 2026. 339 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

JFS Wealth Advisors held 4 shares of Descartes Systems worth $277 as of Q2 2026.
JFS Wealth Advisors sold 400 Descartes Systems shares in Q2 2026, an estimated $28.6K.
Descartes Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2080 holding.
JFS Wealth Advisors first reported a position in Descartes Systems in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's Descartes Systems position peaked at $28.9K in Q1 2026.
339 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.