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Bay Harbor Wealth Management’s Amdocs DOX Stock Holding History

Bay Harbor Wealth Management’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 		$152 Sell
3
-9
-75% -$552 ﹤0.01% 1204
2026
Q1 		$783 Buy
12
+4
+50% +$293 ﹤0.01% 855
2025
Q4 		$644 Buy
8
+1
+14% +$80 ﹤0.01% 765
2025
Q3 		$574 Buy
7
+1
+17% +$87 ﹤0.01% 684
2025
Q2 		$547 Buy
6
+3
+100% +$268 ﹤0.01% 612
2025
Q1 		$276 Buy
+3
New +$262 ﹤0.01% 577

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

Bay Harbor Wealth Management's DOX Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Amdocs (DOX) stake by 75% in Q2 2026, selling an estimated $552 and leaving 3 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Bay Harbor Wealth Management first reported a position in DOX in Q1 2025 and has held it in 6 quarters since. The position peaked at $783 in Q1 2026. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Bay Harbor Wealth Management held 3 shares of Amdocs worth $152 as of Q2 2026.
  • Bay Harbor Wealth Management sold 9 Amdocs shares in Q2 2026, an estimated $552.
  • Amdocs made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1204 holding.
  • Bay Harbor Wealth Management first reported a position in Amdocs in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Amdocs position peaked at $783 in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.