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Ritholtz Wealth Management’s Descartes Systems DSGX Stock Holding History

Ritholtz 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 		$362K Sell
5,061
-1,850
-27% -$137K 0.01% 907
2025
Q4 		$606K Buy
6,911
+257
+4% +$23K 0.01% 659
2025
Q3 		$627K Buy
6,654
+114
+2% +$11.7K 0.01% 619
2025
Q2 		$665K Buy
6,540
+125
+2% +$13.2K 0.01% 561
2025
Q1 		$647K Hold
6,415
– – 0.02% 520
2024
Q4 		$729K Sell
6,415
-80
-1% -$8.92K 0.02% 463
2024
Q3 		$669K Sell
6,495
-57
-0.9% -$5.67K 0.02% 481
2024
Q2 		$634K Sell
6,552
-45
-0.7% -$4.23K 0.02% 453
2024
Q1 		$604K Buy
6,597
+2,249
+52% +$198K 0.02% 485
2023
Q4 		$365K Sell
4,348
-99
-2% -$7.72K 0.01% 556
2023
Q3 		$326K Sell
4,447
-109
-2% -$8.22K 0.01% 537
2023
Q2 		$365K Sell
4,556
-17
-0.4% -$1.32K 0.02% 497
2023
Q1 		$369K Sell
4,573
-3,387
-43% -$252K 0.02% 468
2022
Q4 		$554K Sell
7,960
-4,420
-36% -$302K 0.03% 347
2022
Q3 		$786K Buy
12,380
+3,573
+41% +$242K 0.04% 299
2022
Q2 		$547K Buy
8,807
+1,882
+27% +$117K 0.03% 301
2022
Q1 		$507K Buy
6,925
+4,313
+165% +$311K 0.03% 307
2021
Q4 		$216K Buy
+2,612
New +$214K 0.01% 489

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 $75.5B 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 $245B 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 $29.7B AUM 13.98% 1-Year Est. Return