CFO
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Callan Family Office’s Amdocs DOX Stock Holding History

Callan Family Office’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 		$1.22M Buy
18,697
+7,576
+68% +$554K 0.03% 503
2025
Q4 		$895K Buy
11,121
+1,421
+15% +$114K 0.02% 581
2025
Q3 		$796K Sell
9,700
-252
-3% -$21.8K 0.03% 420
2025
Q2 		$908K Buy
9,952
+6,081
+157% +$544K 0.03% 427
2025
Q1 		$354K Buy
3,871
+1,125
+41% +$98.2K 0.03% 392
2024
Q4 		$234K Buy
+2,746
New +$241K 0.01% 564

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 $5.7T 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