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Concurrent Investment Advisors’s Amdocs DOX Stock Holding History

Concurrent Investment 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 		$299K Sell
5,911
-388
-6% -$23.8K ﹤0.01% 1692
2026
Q1 		$411K Sell
6,299
-550
-8% -$40.2K ﹤0.01% 1311
2025
Q4 		$551K Buy
+6,849
New +$551K 0.01% 1103

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

Concurrent Investment Advisors's DOX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Amdocs (DOX) stake by 6.2% in Q2 2026, selling an estimated $23.8K and leaving 5,911 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Concurrent Investment Advisors first reported a position in DOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q4 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Concurrent Investment Advisors held 5,911 shares of Amdocs worth $299K as of Q2 2026.
  • Concurrent Investment Advisors sold 388 Amdocs shares in Q2 2026, an estimated $23.8K.
  • Amdocs made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1692 holding.
  • Concurrent Investment Advisors first reported a position in Amdocs in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Amdocs position peaked at $551K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.