Capital Analysts LLC’s Amdocs DOX Stock Holding History

Capital Analysts 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 Q1	$16K	Sell	244 -22	-8%	-$1.61K	﹤0.01%	1164
2025 Q4	$21K	Hold	266	–	–	﹤0.01%	1091
2025 Q3	$22K	Hold	266	–	–	﹤0.01%	1050
2025 Q2	$24K	Hold	266	–	–	﹤0.01%	973
2025 Q1	$24K	Hold	266	–	–	﹤0.01%	944
2024 Q4	$23K	Sell	266 -13	-5%	-$1.14K	﹤0.01%	907
2024 Q3	$24K	Buy	279 +62	+29%	+$5.22K	﹤0.01%	862
2024 Q2	$17K	Buy	217 +13	+6%	+$1.07K	﹤0.01%	881
2024 Q1	$18K	Sell	204 -7	-3%	-$638	﹤0.01%	841
2023 Q4	$19K	Buy	211 +7	+3%	+$583	﹤0.01%	812
2023 Q3	$17K	Hold	204	–	–	﹤0.01%	793
2023 Q2	$20K	Hold	204	–	–	﹤0.01%	724
2023 Q1	$20K	Hold	204	–	–	﹤0.01%	731
2022 Q4	$19K	Sell	204 -57	-22%	-$4.85K	﹤0.01%	766
2022 Q3	$21K	Buy	261 +57	+28%	+$4.83K	﹤0.01%	708
2022 Q2	$17K	Hold	204	–	–	﹤0.01%	722
2022 Q1	$17K	Hold	204	–	–	﹤0.01%	689
2021 Q4	$15K	Hold	204	–	–	﹤0.01%	761
2021 Q3	$15K	Hold	204	–	–	﹤0.01%	737
2021 Q2	$16K	Sell	204 -5	-2%	-$386	﹤0.01%	690
2021 Q1	$15K	Buy	209 +5	+2%	+$378	﹤0.01%	743
2020 Q4	$14K	Hold	204	–	–	﹤0.01%	539
2020 Q3	$12K	Hold	204	–	–	﹤0.01%	563
2020 Q2	$12K	Hold	204	–	–	﹤0.01%	526
2020 Q1	$11K	Hold	204	–	–	﹤0.01%	505
2019 Q4	$15K	Hold	204	–	–	﹤0.01%	514
2019 Q3	$13K	Hold	204	–	–	﹤0.01%	512
2019 Q2	$13K	Hold	204	–	–	﹤0.01%	510
2019 Q1	$11K	Buy	+204	New	+$11.5K	﹤0.01%	499

Other funds holding DOX

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Analysts LLC's DOX Position: Q1 2026 in Review

Capital Analysts LLC reduced its Amdocs (DOX) stake by 8.3% in Q1 2026, selling an estimated $1.61K and leaving 244 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Capital Analysts LLC first reported a position in DOX in Q1 2019 and has held it in 29 quarters since. The position peaked at $24K in Q2 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Capital Analysts LLC held 244 shares of Amdocs worth $16K as of Q1 2026.
Capital Analysts LLC sold 22 Amdocs shares in Q1 2026, an estimated $1.61K.
Amdocs made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1164 holding.
Capital Analysts LLC first reported a position in Amdocs in Q1 2019 and has held it in 29 quarters since.
Capital Analysts LLC's Amdocs position peaked at $24K in Q2 2025.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.