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 Q3	$22.4K	Sell	277 -228	-45%	-$17.4K	0.01%	422
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

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Waratah Capital Advisors Toronto, Ontario, Canada $2.47B AUM 44.59% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Measured Wealth Private Client Group's DSGX Position: Q3 2026 in Review

Measured Wealth Private Client Group reduced its Descartes Systems (DSGX) stake by 45% in Q3 2026, selling an estimated $17.4K and leaving 277 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #422.

Measured Wealth Private Client Group first reported a position in DSGX in Q3 2018 and has held it in 6 quarters since. The position peaked at $40.2K in Q3 2025. 172 funds tracked by Wall St. Rank hold DSGX as of Q3 2026.

Measured Wealth Private Client Group held 277 shares of Descartes Systems worth $22.4K as of Q3 2026.
Measured Wealth Private Client Group sold 228 Descartes Systems shares in Q3 2026, an estimated $17.4K.
Descartes Systems made up 0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #422 holding.
Measured Wealth Private Client Group first reported a position in Descartes Systems in Q3 2018 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Descartes Systems position peaked at $40.2K in Q3 2025.
172 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.