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 $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return