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Acumen Wealth Advisors’s Amdocs DOX Stock Holding History

Acumen Wealth Advisors’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39
Closed -$2.57K – 501
2026
Q1 		$2.57K Sell
39
-222
-85% -$16.2K ﹤0.01% 415
2025
Q4 		$21.1K Buy
+261
New +$21K 0.01% 214

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Acumen Wealth Advisors's DOX Position: Q2 2026 in Review

Acumen Wealth Advisors sold out of Amdocs (DOX) in Q2 2026, closing a stake of 39 shares — an estimated $2.57K sold.

Acumen Wealth Advisors first reported a position in DOX in Q4 2025 and held it in 2 quarters. The position peaked at $21.1K in Q4 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Acumen Wealth Advisors reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 39 Amdocs shares in Q2 2026, an estimated $2.57K.
  • Acumen Wealth Advisors first reported a position in Amdocs in Q4 2025 and held it in 2 quarters.
  • Acumen Wealth Advisors's Amdocs position peaked at $21.1K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.