EWA
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EverSource Wealth Advisors’s Open Text OTEX Stock Holding History

EverSource Wealth Advisors’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 		$37.3K Sell
1,684
-578
-26% -$13.1K ﹤0.01% 1966
2026
Q1 		$50.3K Buy
2,262
+98
+5% +$2.54K ﹤0.01% 1878
2025
Q4 		$70.5K Buy
2,164
+223
+11% +$7.95K ﹤0.01% 1507
2025
Q3 		$72.6K Sell
1,941
-64
-3% -$2.05K ﹤0.01% 1443
2025
Q2 		$58.6K Buy
2,005
+570
+40% +$15.5K ﹤0.01% 1518
2025
Q1 		$36.2K Buy
1,435
+761
+113% +$20.9K ﹤0.01% 1397
2024
Q4 		$19.1K Sell
674
-34
-5% -$1.05K ﹤0.01% 1651
2024
Q3 		$23.6K Sell
708
-221
-24% -$6.96K ﹤0.01% 1410
2024
Q2 		$29.3K Sell
929
-1,266
-58% -$40.6K ﹤0.01% 1331
2024
Q1 		$77.5K Buy
2,195
+9
+0.4% +$362 0.01% 807
2023
Q4 		$91.9K Buy
2,186
+334
+18% +$12.5K 0.01% 670
2023
Q3 		$65K Sell
1,852
-178
-9% -$6.97K 0.01% 722
2023
Q2 		$84.3K Buy
2,030
+191
+10% +$7.67K 0.01% 641
2023
Q1 		$70.9K Buy
1,839
+137
+8% +$4.74K 0.01% 663
2022
Q4 		$50.4K Sell
1,702
-876
-34% -$24.8K 0.01% 758
2022
Q3 		$68K Buy
2,578
+1,038
+67% +$36.7K 0.02% 551
2022
Q2 		$58K Buy
1,540
+1,402
+1,016% +$55.5K 0.02% 577
2022
Q1 		$6K Buy
+138
New +$6.13K ﹤0.01% 1187

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

EverSource Wealth Advisors's OTEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Open Text (OTEX) stake by 26% in Q2 2026, selling an estimated $13.1K and leaving 1,684 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

EverSource Wealth Advisors first reported a position in OTEX in Q1 2022 and has held it in 18 quarters since. The position peaked at $91.9K in Q4 2023. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • EverSource Wealth Advisors held 1,684 shares of Open Text worth $37.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 578 Open Text shares in Q2 2026, an estimated $13.1K.
  • Open Text made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1966 holding.
  • EverSource Wealth Advisors first reported a position in Open Text in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Open Text position peaked at $91.9K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.