TWD
OTEX icon

True Wealth Design’s Open Text OTEX Stock Holding History

True Wealth Design’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 		$864 Sell
39
-16
-29% -$363 ﹤0.01% 2041
2026
Q1 		$1.22K Buy
55
+7
+15% +$182 ﹤0.01% 1732
2025
Q4 		$1.56K Buy
48
+16
+50% +$570 ﹤0.01% 1544
2025
Q3 		$1.2K Buy
32
+7
+28% +$224 ﹤0.01% 1695
2025
Q2 		$730 Buy
25
+14
+127% +$380 ﹤0.01% 1594
2025
Q1 		$278 Sell
11
-2
-15% -$55 ﹤0.01% 1809
2024
Q4 		$369 Buy
13
+3
+30% +$92 ﹤0.01% 1143
2024
Q3 		$333 Sell
10
-2
-17% -$63 ﹤0.01% 1149
2024
Q2 		$361 Buy
12
+1
+9% +$32 ﹤0.01% 695
2024
Q1 		$428 Buy
11
+5
+83% +$201 ﹤0.01% 654
2023
Q4 		$253 Hold
6
– – ﹤0.01% 642
2023
Q3 		$211 Hold
6
– – ﹤0.01% 629
2023
Q2 		$250 Hold
6
– – ﹤0.01% 619
2023
Q1 		$232 Hold
6
– – ﹤0.01% 708
2022
Q4 		$178 Buy
+6
New +$170 ﹤0.01% 681

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

True Wealth Design's OTEX Position: Q2 2026 in Review

True Wealth Design reduced its Open Text (OTEX) stake by 29% in Q2 2026, selling an estimated $363 and leaving 39 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

True Wealth Design first reported a position in OTEX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56K in Q4 2025. 16 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • True Wealth Design held 39 shares of Open Text worth $864 as of Q2 2026.
  • True Wealth Design sold 16 Open Text shares in Q2 2026, an estimated $363.
  • Open Text made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2041 holding.
  • True Wealth Design first reported a position in Open Text in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Open Text position peaked at $1.56K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.