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Capital Advisors Ltd’s Amdocs DOX Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-13
Closed -$1K – 1398
2025
Q1 		$1K Hold
13
– – ﹤0.01% 1153
2024
Q4 		$1K Hold
13
– – ﹤0.01% 1178
2024
Q3 		$1K Hold
13
– – ﹤0.01% 1176
2024
Q2 		$1K Buy
13
+1
+8% +$82 ﹤0.01% 1159
2024
Q1 		$1K Hold
12
– – ﹤0.01% 1164
2023
Q4 		$1K Sell
12
-52
-81% -$4.33K ﹤0.01% 1117
2023
Q3 		$5K Hold
64
– – ﹤0.01% 808
2023
Q2 		$6K Hold
64
– – ﹤0.01% 783
2023
Q1 		$6K Hold
64
– – ﹤0.01% 638
2022
Q4 		$6K Buy
64
+23
+56% +$1.96K ﹤0.01% 620
2022
Q3 		$3K Buy
41
+27
+193% +$2.29K ﹤0.01% 734
2022
Q2 		$1K Buy
+14
New +$1.15K ﹤0.01% 762

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Capital Advisors Ltd's DOX Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Amdocs (DOX) in Q2 2025, closing a stake of 13 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in DOX in Q2 2022 and held it in 12 quarters. The position peaked at $6K in Q2 2023. 541 funds tracked by Wall St. Rank hold DOX as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Amdocs position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 13 Amdocs shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Amdocs in Q2 2022 and held it in 12 quarters.
  • Capital Advisors Ltd's Amdocs position peaked at $6K in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Amdocs as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.