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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
Q2 		$319K Sell
4,613
-448
-9% -$32K ﹤0.01% 1022
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 $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ritholtz Wealth Management's DSGX Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Descartes Systems (DSGX) stake by 8.9% in Q2 2026, selling an estimated $32K and leaving 4,613 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Ritholtz Wealth Management first reported a position in DSGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $786K in Q3 2022. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Ritholtz Wealth Management held 4,613 shares of Descartes Systems worth $319K as of Q2 2026.
  • Ritholtz Wealth Management sold 448 Descartes Systems shares in Q2 2026, an estimated $32K.
  • Descartes Systems made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1022 holding.
  • Ritholtz Wealth Management first reported a position in Descartes Systems in Q4 2021 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's Descartes Systems position peaked at $786K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.