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Avantax Advisory Services’s Amdocs DOX Stock Holding History

Avantax Advisory Services’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 		$1.04M Buy
11,382
+266
+2% +$23.8K 0.01% 1151
2025
Q1 		$1.02M Buy
11,116
+511
+5% +$44.6K 0.01% 1085
2024
Q4 		$903K Sell
10,605
-87
-0.8% -$7.63K 0.01% 1089
2024
Q3 		$935K Sell
10,692
-5,730
-35% -$482K 0.01% 1068
2024
Q2 		$1.3M Buy
16,422
+8,583
+109% +$705K 0.01% 848
2024
Q1 		$708K Buy
7,839
+1,024
+15% +$93.3K 0.01% 890
2023
Q4 		$599K Buy
6,815
+799
+13% +$66.6K 0.01% 912
2023
Q3 		$508K Buy
+6,016
New +$543K 0.01% 941
2021
Q4 		– Sell
-3,498
Closed -$262K – 1252
2021
Q3 		$262K Buy
3,498
+309
+10% +$23.9K ﹤0.01% 983
2021
Q2 		$244K Sell
3,189
-41
-1% -$3.17K ﹤0.01% 993
2021
Q1 		$227K Sell
3,230
-113
-3% -$8.54K ﹤0.01% 921
2020
Q4 		$237K Sell
3,343
-2,988
-47% -$188K 0.01% 822
2020
Q3 		$364K Sell
6,331
-144
-2% -$8.61K 0.01% 935
2020
Q2 		$395K Sell
6,475
-14
-0.2% -$865 0.01% 543
2020
Q1 		$358K Buy
6,489
+1,331
+26% +$89.2K 0.01% 518
2019
Q4 		$371K Buy
5,158
+162
+3% +$11K 0.01% 567
2019
Q3 		$330K Buy
4,996
+642
+15% +$41.3K 0.01% 416
2019
Q2 		$270K Sell
4,354
-61
-1% -$3.52K 0.01% 418
2019
Q1 		$239K Buy
4,415
+15
+0.3% +$843 0.01% 416
2018
Q4 		$259K Buy
+4,400
New +$276K 0.04% 324

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Avantax Advisory Services's DOX Position: Q2 2025 in Review

Avantax Advisory Services increased its Amdocs (DOX) stake by 2.4% in Q2 2025, buying an estimated $23.8K and bringing the position to 11,382 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1151.

Avantax Advisory Services first reported a position in DOX in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.3M in Q2 2024. 542 funds tracked by Wall St. Rank hold DOX as of Q2 2025.

  • Avantax Advisory Services held 11,382 shares of Amdocs worth $1.04M as of Q2 2025.
  • Avantax Advisory Services bought 266 Amdocs shares in Q2 2025, an estimated $23.8K.
  • Amdocs made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1151 holding.
  • Avantax Advisory Services first reported a position in Amdocs in Q4 2018 and has held it in 20 quarters since.
  • Avantax Advisory Services's Amdocs position peaked at $1.3M in Q2 2024.
  • 542 funds tracked by Wall St. Rank held Amdocs as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.