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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
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 $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bay Harbor Wealth Management's DOX Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Amdocs (DOX) stake by 50% in Q1 2026, buying an estimated $293 and bringing the position to 12 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Bay Harbor Wealth Management first reported a position in DOX in Q1 2025 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Bay Harbor Wealth Management held 12 shares of Amdocs worth $783 as of Q1 2026.
  • Bay Harbor Wealth Management bought 4 Amdocs shares in Q1 2026, an estimated $293.
  • Amdocs made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #855 holding.
  • Bay Harbor Wealth Management first reported a position in Amdocs in Q1 2025 and has held it in 5 quarters since.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.