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Beaird Harris Wealth Management’s Amdocs DOX Stock Holding History

Beaird Harris 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
2025
Q4 		– Sell
-2
Closed -$165 – 724
2025
Q3 		$165 Buy
+2
New +$173 ﹤0.01% 681
2024
Q3 		– Sell
-1
Closed -$75 – 574
2024
Q2 		$75 Buy
+1
New +$82 ﹤0.01% 671
2023
Q1 		– Sell
-27
Closed -$2.45K – 551
2022
Q4 		$2.45K Buy
+27
New +$2.3K ﹤0.01% 542

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Beaird Harris Wealth Management's DOX Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Amdocs (DOX) in Q4 2025, closing a stake of 2 shares — an estimated $165 sold.

Beaird Harris Wealth Management first reported a position in DOX in Q4 2022 and held it in 3 quarters. The position peaked at $2.45K in Q4 2022. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Amdocs shares in Q4 2025, an estimated $165.
  • Beaird Harris Wealth Management first reported a position in Amdocs in Q4 2022 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Amdocs position peaked at $2.45K in Q4 2022.
  • 492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.