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MorganRosel Wealth Management’s Descartes Systems DSGX Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-50
Closed -$5.08K – 176
2025
Q2 		$5.08K Hold
50
– – ﹤0.01% 285
2025
Q1 		$5.04K Buy
+50
New +$5.53K ﹤0.01% 277

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

MorganRosel Wealth Management's DSGX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Descartes Systems (DSGX) in Q3 2025, closing a stake of 50 shares — an estimated $5.08K sold.

MorganRosel Wealth Management first reported a position in DSGX in Q1 2025 and held it in 2 quarters. The position peaked at $5.08K in Q2 2025. 373 funds tracked by Wall St. Rank hold DSGX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Descartes Systems position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 50 Descartes Systems shares in Q3 2025, an estimated $5.08K.
  • MorganRosel Wealth Management first reported a position in Descartes Systems in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Descartes Systems position peaked at $5.08K in Q2 2025.
  • 373 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.