Beaird Harris Wealth Management’s Open Text OTEX Stock Holding History

Beaird Harris Wealth Management’s Portfolio OTEX Stock Details OTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7K	Hold	618	–	–	﹤0.01%	367
2026 Q1	$13.8K	Hold	618	–	–	﹤0.01%	348
2025 Q4	$20.1K	Hold	618	–	–	﹤0.01%	338
2025 Q3	$23.1K	Hold	618	–	–	﹤0.01%	319
2025 Q2	$18.1K	Hold	618	–	–	﹤0.01%	340
2025 Q1	$15.6K	Hold	618	–	–	﹤0.01%	326
2024 Q4	$17.5K	Hold	618	–	–	﹤0.01%	317
2024 Q3	$20.6K	Sell	618 -1	-0.2%	-$31	﹤0.01%	291
2024 Q2	$18.6K	Buy	619 +1	+0.2%	+$32	﹤0.01%	307
2024 Q1	$24K	Hold	618	–	–	﹤0.01%	263
2023 Q4	$26K	Hold	618	–	–	﹤0.01%	242
2023 Q3	$21.7K	Hold	618	–	–	﹤0.01%	231
2023 Q2	$25.7K	Hold	618	–	–	﹤0.01%	213
2023 Q1	$23.8K	Hold	618	–	–	﹤0.01%	214
2022 Q4	$18.3K	Hold	618	–	–	﹤0.01%	266
2022 Q3	$16K	Hold	618	–	–	﹤0.01%	248
2022 Q2	$23K	Hold	618	–	–	0.01%	196
2022 Q1	$26K	Hold	618	–	–	0.01%	235
2021 Q4	$29K	Buy	+618	New	+$30.4K	0.01%	285

Other funds holding OTEX

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Beaird Harris Wealth Management's OTEX Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Open Text (OTEX) position steady in Q2 2026 at 618 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Beaird Harris Wealth Management first reported a position in OTEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $29K in Q4 2021. 16 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Beaird Harris Wealth Management held 618 shares of Open Text worth $13.7K as of Q2 2026.
Beaird Harris Wealth Management left its Open Text share count unchanged in Q2 2026.
Open Text made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #367 holding.
Beaird Harris Wealth Management first reported a position in Open Text in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Open Text position peaked at $29K in Q4 2021.
16 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.