Measured Wealth Private Client Group’s Descartes Systems DSGX Stock Holding History

Measured Wealth Private Client Group’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	$35K	Sell	505 -37	-7%	-$2.64K	0.01%	380
2026 Q1	$38.8K	Buy	542 +115	+27%	+$8.49K	0.01%	332
2025 Q4	$37.4K	Hold	427	–	–	0.01%	350
2025 Q3	$40.2K	Buy	+427	New	+$43.6K	0.01%	331
2018 Q4	–	Sell	-200	Closed	-$6K	–	258
2018 Q3	$6K	Buy	+200	New	+$6.75K	﹤0.01%	671

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

Measured Wealth Private Client Group's DSGX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Descartes Systems (DSGX) stake by 6.8% in Q2 2026, selling an estimated $2.64K and leaving 505 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #380.

Measured Wealth Private Client Group first reported a position in DSGX in Q3 2018 and has held it in 5 quarters since. The position peaked at $40.2K in Q3 2025. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Measured Wealth Private Client Group held 505 shares of Descartes Systems worth $35K as of Q2 2026.
Measured Wealth Private Client Group sold 37 Descartes Systems shares in Q2 2026, an estimated $2.64K.
Descartes Systems made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #380 holding.
Measured Wealth Private Client Group first reported a position in Descartes Systems in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Descartes Systems position peaked at $40.2K in Q3 2025.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.