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Venturi Wealth Management’s Descartes Systems DSGX Stock Holding History

Venturi 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 		$285K Buy
+4,113
New +$294K 0.01% 518
2025
Q1 		– Sell
-1,135
Closed -$129K – 906
2024
Q4 		$129K Buy
1,135
+1,055
+1,319% +$118K 0.01% 674
2024
Q3 		$8.24K Buy
80
+20
+33% +$1.99K ﹤0.01% 1240
2024
Q2 		$5.81K Hold
60
– – ﹤0.01% 1201
2024
Q1 		$5.49K Buy
+60
New +$5.28K ﹤0.01% 1066

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

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

Venturi Wealth Management opened a new position in Descartes Systems (DSGX) in Q2 2026: 4,113 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in DSGX as recently as Q4 2024.

Venturi Wealth Management first reported a position in DSGX in Q1 2024 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Venturi Wealth Management held 4,113 shares of Descartes Systems worth $285K as of Q2 2026.
  • Descartes Systems was a new Venturi Wealth Management position in Q2 2026.
  • Descartes Systems made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Venturi Wealth Management first reported a position in Descartes Systems in Q1 2024 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.