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Loring Wolcott & Coolidge Fiduciary Advisors’s Open Text OTEX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		– Sell
-28,030
Closed -$584K – 580
2026
Q1 		$584K Hold
28,030
– – 0.01% 217
2025
Q4 		$797K Hold
28,030
– – 0.01% 191
2025
Q3 		$1.09M Buy
+28,030
New +$899K 0.01% 157

Other funds holding OTEX

VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OTEX Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Open Text (OTEX) in Q2 2026, closing a stake of 28,030 shares — an estimated $584K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OTEX in Q3 2025 and held it in 3 quarters. The position peaked at $1.09M in Q3 2025. 92 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Open Text position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 28,030 Open Text shares in Q2 2026, an estimated $584K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Open Text in Q3 2025 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Open Text position peaked at $1.09M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.