Twin Peaks Wealth Advisors’s Descartes Systems DSGX Stock Holding History

Twin Peaks 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 Q1	$6.8K	Buy	+95	New	+$7.01K	﹤0.01%	1257

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Twin Peaks Wealth Advisors's DSGX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Descartes Systems (DSGX) in Q1 2026: 95 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings.

349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Twin Peaks Wealth Advisors held 95 shares of Descartes Systems worth $6.8K as of Q1 2026.
Descartes Systems was a new Twin Peaks Wealth Advisors position in Q1 2026.
Descartes Systems made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1257 holding.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.