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Wealth Alliance’s Descartes Systems DSGX Stock Holding History

Wealth Alliance’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
-2,469
Closed -$216K – 557
2025
Q4 		$216K Buy
2,469
+90
+4% +$8.04K 0.02% 517
2025
Q3 		$224K Sell
2,379
-82
-3% -$8.38K 0.02% 501
2025
Q2 		$250K Buy
2,461
+164
+7% +$17.3K 0.03% 465
2025
Q1 		$232K Buy
2,297
+118
+5% +$13K 0.03% 464
2024
Q4 		$248K Sell
2,179
-27
-1% -$3.01K 0.03% 437
2024
Q3 		$227K Buy
2,206
+3
+0.1% +$298 0.03% 472
2024
Q2 		$213K Buy
+2,203
New +$207K 0.03% 472

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

Wealth Alliance's DSGX Position: Q1 2026 in Review

Wealth Alliance sold out of Descartes Systems (DSGX) in Q1 2026, closing a stake of 2,469 shares — an estimated $216K sold.

Wealth Alliance first reported a position in DSGX in Q2 2024 and held it in 7 quarters. The position peaked at $250K in Q2 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • Wealth Alliance reported no remaining Descartes Systems position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 2,469 Descartes Systems shares in Q1 2026, an estimated $216K.
  • Wealth Alliance first reported a position in Descartes Systems in Q2 2024 and held it in 7 quarters.
  • Wealth Alliance's Descartes Systems position peaked at $250K in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.