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Strategic Wealth Partners’s Open Text OTEX Stock Holding History

Strategic Wealth Partners’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
Q1 		$10.3K Hold
465
– – ﹤0.01% 887
2025
Q4 		$15.2K Hold
465
– – ﹤0.01% 767
2025
Q3 		$17.4K Hold
465
– – ﹤0.01% 760
2025
Q2 		$13.6K Buy
+465
New +$12.6K ﹤0.01% 736

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Strategic Wealth Partners's OTEX Position: Q1 2026 in Review

Strategic Wealth Partners held its Open Text (OTEX) position steady in Q1 2026 at 465 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Strategic Wealth Partners first reported a position in OTEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.4K in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • Strategic Wealth Partners held 465 shares of Open Text worth $10.3K as of Q1 2026.
  • Strategic Wealth Partners left its Open Text share count unchanged in Q1 2026.
  • Open Text made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #887 holding.
  • Strategic Wealth Partners first reported a position in Open Text in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Open Text position peaked at $17.4K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.