Physician Wealth Advisors’s Open Text OTEX Stock Holding History

Physician 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	$1.97K	Buy	+89	New	+$2.02K	﹤0.01%	1510

Other funds holding OTEX

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

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

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

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

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Physician Wealth Advisors opened a new position in Open Text (OTEX) in Q2 2026: 89 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

25 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Physician Wealth Advisors held 89 shares of Open Text worth $1.97K as of Q2 2026.
Open Text was a new Physician Wealth Advisors position in Q2 2026.
Open Text made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1510 holding.
25 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

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