AssetMark Inc’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.64K | Sell |
86
-76
| -47% | -$5.56K | ﹤0.01% | 2519 |
|
|
2025
Q4 | $13K | Sell |
162
-45
| -22% | -$3.62K | ﹤0.01% | 2133 |
|
|
2025
Q3 | $17K | Sell |
207
-2
| -1% | -$173 | ﹤0.01% | 1968 |
|
|
2025
Q2 | $19.1K | Buy |
209
+91
| +77% | +$8.13K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $10.8K | Buy |
118
+23
| +24% | +$2.01K | ﹤0.01% | 1838 |
|
|
2024
Q4 | $8.09K | Buy |
95
+55
| +138% | +$4.83K | ﹤0.01% | 1835 |
|
|
2024
Q3 | $3.5K | Sell |
40
-15
| -27% | -$1.26K | ﹤0.01% | 1783 |
|
|
2024
Q2 | $4.34K | Sell |
55
-74
| -57% | -$6.08K | ﹤0.01% | 1623 |
|
|
2024
Q1 | $11.7K | Hold |
129
| – | – | ﹤0.01% | 1356 |
|
|
2023
Q4 | $11.3K | Hold |
129
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q3 | $10.9K | Hold |
129
| – | – | ﹤0.01% | 1323 |
|
|
2023
Q2 | $12.8K | Hold |
129
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q1 | $12.4K | Hold |
129
| – | – | ﹤0.01% | 1250 |
|
|
2022
Q4 | $11.7K | Hold |
129
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q3 | $10K | Sell |
129
-11
| -8% | -$932 | ﹤0.01% | 1224 |
|
|
2022
Q2 | $12K | Buy |
140
+11
| +9% | +$907 | ﹤0.01% | 1200 |
|
|
2022
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q4 | $10K | Hold |
129
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q3 | $10K | Hold |
129
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q2 | $10K | Buy |
129
+44
| +52% | +$3.4K | ﹤0.01% | 990 |
|
|
2021
Q1 | $6K | Buy |
85
+7
| +9% | +$529 | ﹤0.01% | 979 |
|
|
2020
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 989 |
|
|
2020
Q3 | $4K | Sell |
78
-57
| -42% | -$3.41K | ﹤0.01% | 1004 |
|
|
2020
Q2 | $8K | Sell |
135
-411
| -75% | -$25.4K | ﹤0.01% | 884 |
|
|
2020
Q1 | $30K | Buy |
546
+296
| +118% | +$19.8K | ﹤0.01% | 787 |
|
|
2019
Q4 | $18K | Buy |
250
+28
| +13% | +$1.91K | ﹤0.01% | 948 |
|
|
2019
Q3 | $15K | Sell |
222
-66
| -23% | -$4.24K | ﹤0.01% | 923 |
|
|
2019
Q2 | $18K | Hold |
288
| – | – | ﹤0.01% | 895 |
|
|
2019
Q1 | $16K | Sell |
288
-56
| -16% | -$3.15K | ﹤0.01% | 915 |
|
|
2018
Q4 | $20K | Hold |
344
| – | – | ﹤0.01% | 894 |
|
|
2018
Q3 | $23K | Buy |
344
+66
| +24% | +$4.37K | ﹤0.01% | 898 |
|
|
2018
Q2 | $18K | Hold |
278
| – | – | ﹤0.01% | 946 |
|
|
2018
Q1 | $19K | Sell |
278
-1,292
| -82% | -$86.9K | ﹤0.01% | 950 |
|
|
2017
Q4 | $103K | Buy |
1,570
+568
| +57% | +$36.9K | ﹤0.01% | 606 |
|
|
2017
Q3 | $64K | Buy |
1,002
+124
| +14% | +$8.01K | ﹤0.01% | 643 |
|
|
2017
Q2 | $57K | Buy |
878
+8
| +0.9% | +$505 | ﹤0.01% | 651 |
|
|
2017
Q1 | $53K | Buy |
870
+146
| +20% | +$8.78K | ﹤0.01% | 626 |
|
|
2016
Q4 | $42K | Sell |
724
-183
| -20% | -$10.8K | ﹤0.01% | 664 |
|
|
2016
Q3 | $52K | Sell |
907
-216
| -19% | -$12.7K | ﹤0.01% | 601 |
|
|
2016
Q2 | $65K | Sell |
1,123
-353
| -24% | -$20.2K | ﹤0.01% | 550 |
|
|
2016
Q1 | $89K | Buy |
1,476
+418
| +40% | +$23.4K | ﹤0.01% | 463 |
|
|
2015
Q4 | $58K | Buy |
1,058
+979
| +1,239% | +$56.1K | ﹤0.01% | 592 |
|
|
2015
Q3 | $4K | Buy |
+79
| New | +$4.52K | ﹤0.01% | 587 |
|
Other funds holding DOX
BGC
BIP
VPM
AssetMark Inc's DOX Position: Q1 2026 in Review
AssetMark Inc reduced its Amdocs (DOX) stake by 47% in Q1 2026, selling an estimated $5.56K and leaving 86 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.
AssetMark Inc first reported a position in DOX in Q3 2015 and has held it in 43 quarters since. The position peaked at $103K in Q4 2017. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.
- AssetMark Inc held 86 shares of Amdocs worth $5.64K as of Q1 2026.
- AssetMark Inc sold 76 Amdocs shares in Q1 2026, an estimated $5.56K.
- Amdocs made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2519 holding.
- AssetMark Inc first reported a position in Amdocs in Q3 2015 and has held it in 43 quarters since.
- AssetMark Inc's Amdocs position peaked at $103K in Q4 2017.
- 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.