True Wealth Design’s Descartes Systems DSGX Stock Holding History

True Wealth Design’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	$831	Hold	12	–	–	﹤0.01%	2051
2026 Q1	$859	Sell	12 -20	-63%	-$1.48K	﹤0.01%	1863
2025 Q4	$2.81K	Buy	32 +28	+700%	+$2.5K	﹤0.01%	1323
2025 Q3	$377	Hold	4	–	–	﹤0.01%	2097
2025 Q2	$407	Hold	4	–	–	﹤0.01%	1824
2025 Q1	$404	Sell	4 -1	-20%	-$111	﹤0.01%	1637
2024 Q4	$568	Buy	5 +1	+25%	+$112	﹤0.01%	1067
2024 Q3	$412	Buy	4 +1	+33%	+$99	﹤0.01%	1127
2024 Q2	$291	Buy	3 +1	+50%	+$94	﹤0.01%	718
2024 Q1	$184	Buy	2 +1	+100%	+$88	﹤0.01%	745
2023 Q4	$85	Hold	1	–	–	﹤0.01%	747
2023 Q3	$74	Hold	1	–	–	﹤0.01%	731
2023 Q2	$81	Hold	1	–	–	﹤0.01%	733
2023 Q1	$81	Hold	1	–	–	﹤0.01%	807
2022 Q4	$70	Buy	+1	New	+$68	﹤0.01%	760

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

True Wealth Design's DSGX Position: Q2 2026 in Review

True Wealth Design held its Descartes Systems (DSGX) position steady in Q2 2026 at 12 shares worth $831. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

True Wealth Design first reported a position in DSGX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.81K in Q4 2025. 339 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

True Wealth Design held 12 shares of Descartes Systems worth $831 as of Q2 2026.
True Wealth Design left its Descartes Systems share count unchanged in Q2 2026.
Descartes Systems made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2051 holding.
True Wealth Design first reported a position in Descartes Systems in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Descartes Systems position peaked at $2.81K in Q4 2025.
339 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.