ACA
DOX icon

Aptus Capital Advisors’s Amdocs DOX Stock Holding History

Aptus 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
2025
Q4 		– Sell
-62,331
Closed -$5.11M – 1681
2025
Q3 		$5.11M Buy
62,331
+8,169
+15% +$708K 0.04% 316
2025
Q2 		$4.94M Buy
54,162
+4,759
+10% +$425K 0.04% 296
2025
Q1 		$4.52M Buy
49,403
+5,676
+13% +$495K 0.05% 294
2024
Q4 		$3.72M Buy
43,727
+7,961
+22% +$699K 0.04% 312
2024
Q3 		$3.13M Buy
35,766
+4,770
+15% +$401K 0.05% 273
2024
Q2 		$2.45M Buy
30,996
+6,100
+25% +$501K 0.04% 269
2024
Q1 		$2.25M Buy
24,896
+2,534
+11% +$231K 0.04% 286
2023
Q4 		$1.97M Sell
22,362
-363
-2% -$30.2K 0.05% 227
2023
Q3 		$1.92M Sell
22,725
-4,247
-16% -$384K 0.05% 232
2023
Q2 		$2.67M Buy
+26,972
New +$2.54M 0.06% 209
2023
Q1 		– Sell
-5,266
Closed -$479K – 814
2022
Q4 		$479K Buy
5,266
+2,279
+76% +$194K 0.01% 355
2022
Q3 		$239K Buy
+2,987
New +$253K 0.01% 413

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Aptus Capital Advisors's DOX Position: Q4 2025 in Review

Aptus Capital Advisors sold out of Amdocs (DOX) in Q4 2025, closing a stake of 62,331 shares — an estimated $5.11M sold.

Aptus Capital Advisors first reported a position in DOX in Q3 2022 and held it in 12 quarters. The position peaked at $5.11M in Q3 2025. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

  • Aptus Capital Advisors reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 62,331 Amdocs shares in Q4 2025, an estimated $5.11M.
  • Aptus Capital Advisors first reported a position in Amdocs in Q3 2022 and held it in 12 quarters.
  • Aptus Capital Advisors's Amdocs position peaked at $5.11M in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.