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United Capital Financial Advisors’s Descartes Systems DSGX Stock Holding History

United Capital Financial 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 		– Sell
-8,796
Closed -$771K – 1646
2025
Q4 		$771K Buy
8,796
+1,637
+23% +$146K ﹤0.01% 818
2025
Q3 		$675K Buy
+7,159
New +$732K ﹤0.01% 772

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 $109B 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 $269B 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 $30.5B AUM 13.98% 1-Year Est. Return

United Capital Financial Advisors's DSGX Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Descartes Systems (DSGX) in Q1 2026, closing a stake of 8,796 shares — an estimated $771K sold.

United Capital Financial Advisors first reported a position in DSGX in Q3 2025 and held it in 2 quarters. The position peaked at $771K in Q4 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Descartes Systems position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,796 Descartes Systems shares in Q1 2026, an estimated $771K.
  • United Capital Financial Advisors first reported a position in Descartes Systems in Q3 2025 and held it in 2 quarters.
  • United Capital Financial Advisors's Descartes Systems position peaked at $771K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.