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Cauble & Harre Wealth Management’s Amdocs DOX Stock Holding History

Cauble & Harre Wealth Management’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 		$248K Sell
4,861
-11,418
-70% -$700K 0.2% 68
2026
Q1 		$1.01M Buy
+16,279
New +$1.19M 0.81% 29

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

Cauble & Harre Wealth Management's DOX Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Amdocs (DOX) stake by 70% in Q2 2026, selling an estimated $700K and leaving 4,861 shares worth $248K. The position accounts for 0.2% of the portfolio, ranked #68.

Cauble & Harre Wealth Management first reported a position in DOX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2026. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Cauble & Harre Wealth Management held 4,861 shares of Amdocs worth $248K as of Q2 2026.
  • Cauble & Harre Wealth Management sold 11,418 Amdocs shares in Q2 2026, an estimated $700K.
  • Amdocs made up 0.2% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Cauble & Harre Wealth Management first reported a position in Amdocs in Q1 2026 and has held it in 2 quarters since.
  • Cauble & Harre Wealth Management's Amdocs position peaked at $1.01M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.