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Aviso Financial’s Amdocs DOX Stock Holding History

Aviso Financial’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 		$235K Sell
4,659
-171
-4% -$10.5K 0.01% 191
2026
Q1 		$315K Sell
4,830
-76
-2% -$5.56K 0.01% 208
2025
Q4 		$395K Buy
4,906
+43
+0.9% +$3.46K 0.02% 199
2025
Q3 		$399K Buy
4,863
+78
+2% +$6.76K 0.02% 208
2025
Q2 		$437K Buy
4,785
+335
+8% +$29.9K 0.02% 200
2025
Q1 		$407K Sell
4,450
-349
-7% -$30.5K 0.02% 206
2024
Q4 		$409K Sell
4,799
-293
-6% -$25.7K 0.02% 212
2024
Q3 		$445K Sell
5,092
-27
-0.5% -$2.27K 0.02% 205
2024
Q2 		$404K Buy
+5,119
New +$421K 0.02% 197

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aviso Financial's DOX Position: Q2 2026 in Review

Aviso Financial reduced its Amdocs (DOX) stake by 3.5% in Q2 2026, selling an estimated $10.5K and leaving 4,659 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #191.

Aviso Financial first reported a position in DOX in Q2 2024 and has held it in 9 quarters since. The position peaked at $445K in Q3 2024. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Aviso Financial held 4,659 shares of Amdocs worth $235K as of Q2 2026.
  • Aviso Financial sold 171 Amdocs shares in Q2 2026, an estimated $10.5K.
  • Amdocs made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #191 holding.
  • Aviso Financial first reported a position in Amdocs in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Amdocs position peaked at $445K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.