Avion Wealth’s Amdocs DOX Stock Holding History

Avion Wealth’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
2026 Q2	$0	Hold	15	–	–	﹤0.01%	1500
2026 Q1	$0	Hold	15	–	–	﹤0.01%	1323
2025 Q4	$1K	Hold	15	–	–	﹤0.01%	1004
2025 Q3	$1K	Hold	15	–	–	﹤0.01%	993
2025 Q2	$1K	Hold	15	–	–	﹤0.01%	947
2025 Q1	$1K	Hold	15	–	–	﹤0.01%	841
2024 Q4	$1K	Hold	15	–	–	﹤0.01%	838
2024 Q3	$1K	Hold	15	–	–	﹤0.01%	791
2024 Q2	$1K	Hold	15	–	–	﹤0.01%	715
2024 Q1	$2K	Hold	15	–	–	﹤0.01%	660
2023 Q4	$1K	Hold	15	–	–	﹤0.01%	756
2023 Q3	$1K	Hold	15	–	–	﹤0.01%	603
2023 Q2	$1K	Hold	15	–	–	﹤0.01%	555
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	427
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	411
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	441
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	439
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	358
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	364
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	345
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	330
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	318
2020 Q4	$1K	Buy	+15	New	+$942	﹤0.01%	320

Other funds holding DOX

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

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

BGC

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

BIP

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avion Wealth's DOX Position: Q2 2026 in Review

Avion Wealth held its Amdocs (DOX) position steady in Q2 2026 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Avion Wealth first reported a position in DOX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2K in Q1 2024. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Avion Wealth held 15 shares of Amdocs worth $0 as of Q2 2026.
Avion Wealth left its Amdocs share count unchanged in Q2 2026.
Amdocs made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1500 holding.
Avion Wealth first reported a position in Amdocs in Q4 2020 and has held it in 23 quarters since.
Avion Wealth's Amdocs position peaked at $2K in Q1 2024.
447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.