Physician Wealth Advisors’s Descartes Systems DSGX Stock Holding History

Physician 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	$1.59K	Sell	23 -21	-48%	-$1.5K	﹤0.01%	1607
2026 Q1	$3.15K	Buy	44 +38	+633%	+$2.81K	﹤0.01%	1163
2025 Q4	$526	Sell	6 -4	-40%	-$358	﹤0.01%	1859
2025 Q3	$943	Hold	10	–	–	﹤0.01%	1619
2025 Q2	$1.02K	Hold	10	–	–	﹤0.01%	1412
2025 Q1	$1.01K	Sell	10 -5	-33%	-$553	﹤0.01%	1051
2024 Q4	$1.7K	Buy	+15	New	+$1.67K	﹤0.01%	868

Other funds holding DSGX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Descartes Systems (DSGX) stake by 48% in Q2 2026, selling an estimated $1.5K and leaving 23 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Physician Wealth Advisors first reported a position in DSGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15K in Q1 2026. 31 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Physician Wealth Advisors held 23 shares of Descartes Systems worth $1.59K as of Q2 2026.
Physician Wealth Advisors sold 21 Descartes Systems shares in Q2 2026, an estimated $1.5K.
Descartes Systems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1607 holding.
Physician Wealth Advisors first reported a position in Descartes Systems in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Descartes Systems position peaked at $3.15K in Q1 2026.
31 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.