Avalon Trust’s Amdocs DOX Stock Holding History

Avalon Trust’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 Q3	–	Sell	-96	Closed	-$8.75K	–	621
2025 Q2	$8.75K	Buy	+96	New	+$8.58K	﹤0.01%	349

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BGC

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

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

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

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

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

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

BIP

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

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

Avalon Trust's DOX Position: Q3 2025 in Review

Avalon Trust sold out of Amdocs (DOX) in Q3 2025, closing a stake of 96 shares — an estimated $8.75K sold.

Avalon Trust first reported a position in DOX in Q2 2025 and held it in 1 quarter. The position peaked at $8.75K in Q2 2025. 526 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

Avalon Trust reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
Avalon Trust sold 96 Amdocs shares in Q3 2025, an estimated $8.75K.
Avalon Trust first reported a position in Amdocs in Q2 2025 and held it in 1 quarter.
Avalon Trust's Amdocs position peaked at $8.75K in Q2 2025.
526 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on Avalon Trust's 13F filing for Q3 2025, filed 10 Nov 2025.