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Advisor OS’s Amdocs DOX Stock Holding History

Advisor OS’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 		– Sell
-7,852
Closed -$632K – 590
2025
Q4 		$632K Sell
7,852
-740
-9% -$59.5K 0.05% 249
2025
Q3 		$705K Sell
8,592
-10,293
-55% -$892K 0.06% 204
2025
Q2 		$1.72M Buy
18,885
+566
+3% +$50.6K 0.17% 86
2025
Q1 		$1.68M Buy
18,319
+1,960
+12% +$171K 0.19% 75
2024
Q4 		$1.39M Buy
16,359
+7,940
+94% +$697K 0.16% 96
2024
Q3 		$736K Buy
8,419
+917
+12% +$77.2K 0.07% 201
2024
Q2 		$592K Buy
7,502
+3,099
+70% +$255K 0.06% 226
2024
Q1 		$398K Buy
+4,403
New +$401K 0.05% 269

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisor OS's DOX Position: Q1 2026 in Review

Advisor OS sold out of Amdocs (DOX) in Q1 2026, closing a stake of 7,852 shares — an estimated $632K sold.

Advisor OS first reported a position in DOX in Q1 2024 and held it in 8 quarters. The position peaked at $1.72M in Q2 2025. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Advisor OS reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 7,852 Amdocs shares in Q1 2026, an estimated $632K.
  • Advisor OS first reported a position in Amdocs in Q1 2024 and held it in 8 quarters.
  • Advisor OS's Amdocs position peaked at $1.72M in Q2 2025.
  • 475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.