CPC
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CFC Planning Company’s Amdocs DOX Stock Holding History

CFC Planning Company’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
Q4 		– Sell
-2,484
Closed -$204K – 83
2025
Q3 		$204K Buy
+2,484
New +$215K 0.17% 83
2025
Q2 		– Sell
-2,631
Closed -$241K – 99
2025
Q1 		$241K Buy
+2,631
New +$230K 0.26% 62

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

CFC Planning Company's DOX Position: Q4 2025 in Review

CFC Planning Company sold out of Amdocs (DOX) in Q4 2025, closing a stake of 2,484 shares — an estimated $204K sold.

CFC Planning Company first reported a position in DOX in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2025. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

  • CFC Planning Company reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
  • CFC Planning Company sold 2,484 Amdocs shares in Q4 2025, an estimated $204K.
  • CFC Planning Company first reported a position in Amdocs in Q1 2025 and held it in 2 quarters.
  • CFC Planning Company's Amdocs position peaked at $241K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.