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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
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 $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Addison Advisors's DOX Position: Q1 2026 in Review

Addison Advisors reduced its Amdocs (DOX) stake by 22% in Q1 2026, selling an estimated $3.66K and leaving 179 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Addison Advisors first reported a position in DOX in Q2 2024 and has held it in 8 quarters since. The position peaked at $24.4K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Addison Advisors held 179 shares of Amdocs worth $11.7K as of Q1 2026.
  • Addison Advisors sold 50 Amdocs shares in Q1 2026, an estimated $3.66K.
  • Amdocs made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #641 holding.
  • Addison Advisors first reported a position in Amdocs in Q2 2024 and has held it in 8 quarters since.
  • Addison Advisors's Amdocs position peaked at $24.4K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.