Atria Wealth Solutions’s Amdocs DOX Stock Holding History

Atria Wealth Solutions’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 Q2	$694K	Sell	7,568 -27,434	-78%	-$2.45M	0.02%	782
2025 Q1	$3.22M	Buy	35,002 +6,014	+21%	+$525K	0.04%	466
2024 Q4	$2.48M	Buy	28,988 +4,460	+18%	+$391K	0.03%	562
2024 Q3	$2.16M	Buy	24,528 +3,108	+15%	+$262K	0.02%	605
2024 Q2	$1.7M	Sell	21,420 -2,780	-11%	-$228K	0.02%	687
2024 Q1	$2.2M	Buy	24,200 +6,245	+35%	+$569K	0.02%	603
2023 Q4	$1.58M	Buy	17,955 +4,771	+36%	+$397K	0.02%	682
2023 Q3	$1.12M	Buy	13,184 +5,227	+66%	+$472K	0.02%	760
2023 Q2	$790K	Buy	7,957 +1,961	+33%	+$184K	0.01%	950
2023 Q1	$578K	Buy	5,996 +3,212	+115%	+$297K	0.01%	1046
2022 Q4	$254K	Buy	+2,784	New	+$237K	﹤0.01%	1456

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Atria Wealth Solutions's DOX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Amdocs (DOX) stake by 78% in Q2 2025, selling an estimated $2.45M and leaving 7,568 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #782.

Atria Wealth Solutions first reported a position in DOX in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.22M in Q1 2025. 541 funds tracked by Wall St. Rank hold DOX as of Q2 2025.

Atria Wealth Solutions held 7,568 shares of Amdocs worth $694K as of Q2 2025.
Atria Wealth Solutions sold 27,434 Amdocs shares in Q2 2025, an estimated $2.45M.
Amdocs made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #782 holding.
Atria Wealth Solutions first reported a position in Amdocs in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Amdocs position peaked at $3.22M in Q1 2025.
541 funds tracked by Wall St. Rank held Amdocs as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.