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Carolina Wealth Advisors’s Amdocs DOX Stock Holding History

Carolina Wealth 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 		$161K Sell
3,189
-16
-0.5% -$981 0.06% 93
2026
Q1 		$209K Sell
3,205
-65,183
-95% -$4.77M 0.09% 91
2025
Q4 		$5.51M Sell
68,388
-1,355
-2% -$109K 2.45% 18
2025
Q3 		$5.72M Sell
69,743
-2,771
-4% -$240K 2.47% 16
2025
Q2 		$6.62M Buy
72,514
+587
+0.8% +$52.5K 3.26% 9
2025
Q1 		$6.58M Buy
+71,927
New +$6.28M 3.55% 7

Other funds holding DOX

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Carolina Wealth Advisors's DOX Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Amdocs (DOX) stake by 0.5% in Q2 2026, selling an estimated $981 and leaving 3,189 shares worth $161K. The position accounts for 0.06% of the portfolio, ranked #93.

Carolina Wealth Advisors first reported a position in DOX in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.62M in Q2 2025. 48 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Carolina Wealth Advisors held 3,189 shares of Amdocs worth $161K as of Q2 2026.
  • Carolina Wealth Advisors sold 16 Amdocs shares in Q2 2026, an estimated $981.
  • Amdocs made up 0.06% of Carolina Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Carolina Wealth Advisors first reported a position in Amdocs in Q1 2025 and has held it in 6 quarters since.
  • Carolina Wealth Advisors's Amdocs position peaked at $6.62M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.