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Coldstream Capital Management’s Amdocs DOX Stock Holding History

Coldstream Capital 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
Q1 		– Sell
-27,083
Closed -$2.18M – 1216
2025
Q4 		$2.18M Sell
27,083
-1,312
-5% -$105K 0.03% 263
2025
Q3 		$2.33M Sell
28,395
-263
-0.9% -$22.8K 0.03% 265
2025
Q2 		$2.61M Sell
28,658
-166
-0.6% -$14.8K 0.04% 223
2025
Q1 		$2.64M Buy
28,824
+2,696
+10% +$235K 0.06% 195
2024
Q4 		$2.22M Buy
26,128
+1,043
+4% +$91.5K 0.05% 224
2024
Q3 		$2.19M Buy
25,085
+1,306
+5% +$110K 0.05% 217
2024
Q2 		$1.88M Buy
23,779
+1,090
+5% +$89.6K 0.05% 221
2024
Q1 		$2.05M Buy
22,689
+2,214
+11% +$202K 0.05% 194
2023
Q4 		$1.8M Buy
20,475
+2,094
+11% +$174K 0.05% 196
2023
Q3 		$1.55M Sell
18,381
-12
-0.1% -$1.08K 0.05% 202
2023
Q2 		$1.82M Sell
18,393
-104
-0.6% -$9.79K 0.06% 188
2023
Q1 		$1.78M Buy
18,497
+284
+2% +$26.3K 0.06% 194
2022
Q4 		$1.66M Buy
+18,213
New +$1.55M 0.06% 199

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Coldstream Capital Management's DOX Position: Q1 2026 in Review

Coldstream Capital Management sold out of Amdocs (DOX) in Q1 2026, closing a stake of 27,083 shares — an estimated $2.18M sold.

Coldstream Capital Management first reported a position in DOX in Q4 2022 and held it in 13 quarters. The position peaked at $2.64M in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Coldstream Capital Management reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 27,083 Amdocs shares in Q1 2026, an estimated $2.18M.
  • Coldstream Capital Management first reported a position in Amdocs in Q4 2022 and held it in 13 quarters.
  • Coldstream Capital Management's Amdocs position peaked at $2.64M in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.