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Addison Advisors’s Amdocs DOX Stock Holding History

Addison 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 		$6.87K Sell
136
-43
-24% -$2.64K ﹤0.01% 455
2026
Q1 		$11.7K Sell
179
-50
-22% -$3.66K ﹤0.01% 641
2025
Q4 		$18.4K Sell
229
-28
-11% -$2.25K ﹤0.01% 555
2025
Q3 		$21.1K Buy
257
+6
+2% +$520 ﹤0.01% 545
2025
Q2 		$22.9K Sell
251
-16
-6% -$1.43K 0.01% 521
2025
Q1 		$24.4K Hold
267
– – 0.01% 479
2024
Q4 		$22.7K Hold
267
– – 0.01% 488
2024
Q3 		$23.4K Hold
267
– – 0.01% 490
2024
Q2 		$21.1K Buy
+267
New +$21.9K 0.01% 482

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

Addison Advisors's DOX Position: Q2 2026 in Review

Addison Advisors reduced its Amdocs (DOX) stake by 24% in Q2 2026, selling an estimated $2.64K and leaving 136 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Addison Advisors first reported a position in DOX in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.4K in Q1 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Addison Advisors held 136 shares of Amdocs worth $6.87K as of Q2 2026.
  • Addison Advisors sold 43 Amdocs shares in Q2 2026, an estimated $2.64K.
  • Amdocs made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #455 holding.
  • Addison Advisors first reported a position in Amdocs in Q2 2024 and has held it in 9 quarters since.
  • Addison Advisors's Amdocs position peaked at $24.4K in Q1 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.