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Meridian Wealth Management’s Descartes Systems DSGX Stock Holding History

Meridian 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
2026
Q1 		– Sell
-4,307
Closed -$378K – 790
2025
Q4 		$378K Buy
4,307
+970
+29% +$86.7K 0.01% 563
2025
Q3 		$314K Buy
+3,337
New +$341K 0.01% 571

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Meridian Wealth Management's DSGX Position: Q1 2026 in Review

Meridian Wealth Management sold out of Descartes Systems (DSGX) in Q1 2026, closing a stake of 4,307 shares — an estimated $378K sold.

Meridian Wealth Management first reported a position in DSGX in Q3 2025 and held it in 2 quarters. The position peaked at $378K in Q4 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • Meridian Wealth Management reported no remaining Descartes Systems position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 4,307 Descartes Systems shares in Q1 2026, an estimated $378K.
  • Meridian Wealth Management first reported a position in Descartes Systems in Q3 2025 and held it in 2 quarters.
  • Meridian Wealth Management's Descartes Systems position peaked at $378K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.