Cohen Klingenstein’s Amdocs DOX Stock Holding History

Cohen Klingenstein’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 Q1	–	Sell	-2,680	Closed	-$216K	–	207
2025 Q4	$216K	Hold	2,680	–	–	0.01%	205
2025 Q3	$220K	Hold	2,680	–	–	0.01%	201
2025 Q2	$245K	Sell	2,680 -150	-5%	-$13.4K	0.01%	200
2025 Q1	$259K	Hold	2,830	–	–	0.01%	201
2024 Q4	$241K	Hold	2,830	–	–	0.01%	205
2024 Q3	$248K	Hold	2,830	–	–	0.01%	216
2024 Q2	$223K	Hold	2,830	–	–	0.01%	221
2024 Q1	$256K	Hold	2,830	–	–	0.01%	217
2023 Q4	$249K	Hold	2,830	–	–	0.01%	217
2023 Q3	$239K	Sell	2,830 -347	-11%	-$31.3K	0.01%	214
2023 Q2	$314K	Sell	3,177 -856	-21%	-$80.5K	0.01%	208
2023 Q1	$387K	Hold	4,033	–	–	0.02%	200
2022 Q4	$367K	Sell	4,033 -559	-12%	-$47.5K	0.02%	202
2022 Q3	$365K	Hold	4,592	–	–	0.02%	199
2022 Q2	$383K	Hold	4,592	–	–	0.02%	201
2022 Q1	$378K	Hold	4,592	–	–	0.02%	209
2021 Q4	$344K	Sell	4,592 -790	-15%	-$59.3K	0.01%	211
2021 Q3	$407K	Hold	5,382	–	–	0.02%	222
2021 Q2	$416K	Hold	5,382	–	–	0.02%	220
2021 Q1	$378K	Hold	5,382	–	–	0.02%	222
2020 Q4	$382K	Hold	5,382	–	–	0.02%	220
2020 Q3	$309K	Hold	5,382	–	–	0.02%	218
2020 Q2	$328K	Hold	5,382	–	–	0.02%	217
2020 Q1	$296K	Hold	5,382	–	–	0.02%	215
2019 Q4	$389K	Hold	5,382	–	–	0.02%	218
2019 Q3	$356K	Hold	5,382	–	–	0.02%	222
2019 Q2	$334K	Hold	5,382	–	–	0.02%	197
2019 Q1	$291K	Hold	5,382	–	–	0.02%	176
2018 Q4	$315K	Hold	5,382	–	–	0.05%	142
2018 Q3	$355K	Hold	5,382	–	–	0.05%	147
2018 Q2	$356K	Hold	5,382	–	–	0.05%	146
2018 Q1	$359K	Hold	5,382	–	–	0.05%	144
2017 Q4	$352K	Hold	5,382	–	–	0.05%	145
2017 Q3	$346K	Hold	5,382	–	–	0.05%	145
2017 Q2	$347K	Hold	5,382	–	–	0.05%	141
2017 Q1	$328K	Hold	5,382	–	–	0.05%	142
2016 Q4	$314K	Hold	5,382	–	–	0.05%	143
2016 Q3	$311K	Hold	5,382	–	–	0.05%	143
2016 Q2	$311K	Hold	5,382	–	–	0.06%	145
2016 Q1	$325K	Sell	5,382 -305	-5%	-$17.1K	0.06%	143
2015 Q4	$310K	Hold	5,687	–	–	0.06%	141
2015 Q3	$323K	Hold	5,687	–	–	0.06%	138
2015 Q2	$310K	Hold	5,687	–	–	0.06%	143
2015 Q1	$309K	Hold	5,687	–	–	0.06%	141
2014 Q4	$265K	Sell	5,687 -814	-13%	-$38.1K	0.05%	147
2014 Q3	$298K	Hold	6,501	–	–	0.05%	146
2014 Q2	$301K	Hold	6,501	–	–	0.06%	145
2014 Q1	$302K	Hold	6,501	–	–	0.06%	146
2013 Q4	$268K	Sell	6,501 -81	-1%	-$3.19K	0.05%	150
2013 Q3	$241K	Hold	6,582	–	–	0.05%	151
2013 Q2	$244K	Buy	+6,582	New	+$235K	0.06%	149

Other funds holding DOX

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cohen Klingenstein's DOX Position: Q1 2026 in Review

Cohen Klingenstein sold out of Amdocs (DOX) in Q1 2026, closing a stake of 2,680 shares — an estimated $216K sold.

Cohen Klingenstein first reported a position in DOX in Q2 2013 and held it in 51 quarters. The position peaked at $416K in Q2 2021. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Cohen Klingenstein reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
Cohen Klingenstein sold 2,680 Amdocs shares in Q1 2026, an estimated $216K.
Cohen Klingenstein first reported a position in Amdocs in Q2 2013 and held it in 51 quarters.
Cohen Klingenstein's Amdocs position peaked at $416K in Q2 2021.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Cohen Klingenstein's 13F filing for Q1 2026, filed 15 Apr 2026.