CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amdocs DOX Stock Holding History

CAPTRUST Financial Advisors’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 		$2.64M Buy
52,300
+3,322
+7% +$204K ﹤0.01% 1145
2026
Q1 		$3.2M Buy
48,978
+6,901
+16% +$505K 0.01% 970
2025
Q4 		$3.39M Buy
42,077
+1,212
+3% +$97.4K 0.01% 829
2025
Q3 		$3.35M Sell
40,865
-2,669
-6% -$231K 0.01% 793
2025
Q2 		$3.97M Sell
43,534
-2,404
-5% -$215K 0.01% 685
2025
Q1 		$4.2M Buy
45,938
+4,278
+10% +$373K 0.01% 633
2024
Q4 		$3.55M Buy
41,660
+3,550
+9% +$312K 0.01% 644
2024
Q3 		$3.33M Buy
38,110
+17,880
+88% +$1.5M 0.01% 655
2024
Q2 		$1.6M Sell
20,230
-8,437
-29% -$693K 0.01% 916
2024
Q1 		$2.59M Sell
28,667
-614
-2% -$56K 0.01% 699
2023
Q4 		$2.57M Sell
29,281
-68,255
-70% -$5.69M 0.01% 810
2023
Q3 		$8.24M Sell
97,536
-255,107
-72% -$23M 0.03% 373
2023
Q2 		$34.9M Sell
352,643
-7,237
-2% -$681K 0.14% 135
2023
Q1 		$34.6M Buy
359,880
+10,647
+3% +$985K 0.15% 132
2022
Q4 		$31.7M Buy
349,233
+52,082
+18% +$4.43M 0.16% 136
2022
Q3 		$23.6M Buy
297,151
+290,072
+4,098% +$24.6M 0.14% 145
2022
Q2 		$593K Buy
7,079
+4,929
+229% +$406K ﹤0.01% 1066
2022
Q1 		$178K Sell
2,150
-7,436
-78% -$583K ﹤0.01% 1809
2021
Q4 		$721K Buy
9,586
+8,482
+768% +$637K ﹤0.01% 955
2021
Q3 		$84K Sell
1,104
-6
-0.5% -$464 ﹤0.01% 2206
2021
Q2 		$86K Sell
1,110
-10,973
-91% -$847K ﹤0.01% 2127
2021
Q1 		$852K Sell
12,083
-116
-1% -$8.76K 0.01% 756
2020
Q4 		$869K Buy
12,199
+3,453
+39% +$217K 0.01% 650
2020
Q3 		$506K Sell
8,746
-3,798
-30% -$227K 0.01% 706
2020
Q2 		$770K Sell
12,544
-1,008
-7% -$62.3K 0.01% 573
2020
Q1 		$728K Buy
+13,552
New +$908K 0.02% 490
2019
Q4 		– Sell
-83
Closed -$5K – 1209
2019
Q3 		$5K Hold
83
– – ﹤0.01% 1643
2019
Q2 		$5K Hold
83
– – ﹤0.01% 1637
2019
Q1 		$5K Buy
+83
New +$4.67K ﹤0.01% 1524

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

CAPTRUST Financial Advisors's DOX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Amdocs (DOX) stake by 6.8% in Q2 2026, buying an estimated $204K and bringing the position to 52,300 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

CAPTRUST Financial Advisors first reported a position in DOX in Q1 2019 and has held it in 29 quarters since. The position peaked at $34.9M in Q2 2023. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • CAPTRUST Financial Advisors held 52,300 shares of Amdocs worth $2.64M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,322 Amdocs shares in Q2 2026, an estimated $204K.
  • Amdocs made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1145 holding.
  • CAPTRUST Financial Advisors first reported a position in Amdocs in Q1 2019 and has held it in 29 quarters since.
  • CAPTRUST Financial Advisors's Amdocs position peaked at $34.9M in Q2 2023.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.