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Clearstead Advisors’s Amdocs DOX Stock Holding History

Clearstead 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 		$5.76K Buy
+114
New +$6.99K ﹤0.01% 2151
2025
Q4 		– Sell
-90
Closed -$7.38K – 2889
2025
Q3 		$7.38K Buy
90
+11
+14% +$954 ﹤0.01% 2022
2025
Q2 		$7.21K Hold
79
– – ﹤0.01% 2000
2025
Q1 		$7.23K Hold
79
– – ﹤0.01% 1690
2024
Q4 		$6.73K Hold
79
– – ﹤0.01% 1665
2024
Q3 		$6.91K Hold
79
– – ﹤0.01% 1660
2024
Q2 		$6.24K Hold
79
– – ﹤0.01% 1650
2024
Q1 		$6.64K Hold
79
– – ﹤0.01% 1135
2023
Q4 		$6.94K Sell
79
-83
-51% -$6.92K ﹤0.01% 1117
2023
Q3 		$13.7K Buy
+162
New +$14.6K ﹤0.01% 1075
2022
Q3 		– Sell
-13
Closed -$1K – 1272
2022
Q2 		$1K Buy
+13
New +$1.07K ﹤0.01% 1168

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Advisors's DOX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Amdocs (DOX) in Q2 2026: 114 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #2151 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DOX as recently as Q3 2025.

Clearstead Advisors first reported a position in DOX in Q2 2022 and has held it in 11 quarters since. The position peaked at $13.7K in Q3 2023. 211 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Clearstead Advisors held 114 shares of Amdocs worth $5.76K as of Q2 2026.
  • Amdocs was a new Clearstead Advisors position in Q2 2026.
  • Amdocs made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2151 holding.
  • Clearstead Advisors first reported a position in Amdocs in Q2 2022 and has held it in 11 quarters since.
  • Clearstead Advisors's Amdocs position peaked at $13.7K in Q3 2023.
  • 211 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.