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Bogart Wealth LLC’s Amdocs DOX Stock Holding History

Bogart Wealth LLC’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 		$11.7K Buy
+231
New +$14.2K ﹤0.01% 955
2025
Q4 		– Sell
-6
Closed -$492 – 1606
2025
Q3 		$492 Buy
6
+1
+20% +$87 ﹤0.01% 1442
2025
Q2 		$456 Buy
+5
New +$447 ﹤0.01% 1370

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

Bogart Wealth LLC's DOX Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Amdocs (DOX) in Q2 2026: 231 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in DOX as recently as Q3 2025.

Bogart Wealth LLC first reported a position in DOX in Q2 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Bogart Wealth LLC held 231 shares of Amdocs worth $11.7K as of Q2 2026.
  • Amdocs was a new Bogart Wealth LLC position in Q2 2026.
  • Amdocs made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #955 holding.
  • Bogart Wealth LLC first reported a position in Amdocs in Q2 2025 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.