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
Q2 		$914K Sell
18,077
-620
-3% -$38K 0.02% 619
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 $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

Callan Family Office's DOX Position: Q2 2026 in Review

Callan Family Office reduced its Amdocs (DOX) stake by 3.3% in Q2 2026, selling an estimated $38K and leaving 18,077 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #619.

Callan Family Office first reported a position in DOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Callan Family Office held 18,077 shares of Amdocs worth $914K as of Q2 2026.
  • Callan Family Office sold 620 Amdocs shares in Q2 2026, an estimated $38K.
  • Amdocs made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #619 holding.
  • Callan Family Office first reported a position in Amdocs in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Amdocs position peaked at $1.22M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.