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Annis Gardner Whiting Capital Advisors’s Amdocs DOX Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-151
Closed -$12.2K – 1347
2025
Q4 		$12.2K Hold
151
– – ﹤0.01% 736
2025
Q3 		$12.5K Sell
151
-144
-49% -$12.5K ﹤0.01% 675
2025
Q2 		$27K Buy
295
+144
+95% +$12.9K 0.01% 509
2025
Q1 		$13.9K Hold
151
– – 0.01% 501
2024
Q4 		$12.9K Buy
151
+61
+68% +$5.35K ﹤0.01% 498
2024
Q3 		$7.92K Sell
90
-2,024
-96% -$170K ﹤0.01% 579
2024
Q2 		$168K Buy
2,114
+251
+13% +$20.6K 0.05% 230
2024
Q1 		$169K Buy
+1,863
New +$170K 0.06% 208

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

Annis Gardner Whiting Capital Advisors's DOX Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Amdocs (DOX) in Q1 2026, closing a stake of 151 shares — an estimated $12.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DOX in Q1 2024 and held it in 8 quarters. The position peaked at $169K in Q1 2024. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 151 Amdocs shares in Q1 2026, an estimated $12.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Amdocs in Q1 2024 and held it in 8 quarters.
  • Annis Gardner Whiting Capital Advisors's Amdocs position peaked at $169K in Q1 2024.
  • 475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.