Corient Private Wealth
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Corient Private Wealth’s Amdocs DOX Stock Holding History

Corient Private Wealth’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 		$2.03M Sell
40,071
-19,348
-33% -$1.19M ﹤0.01% 1392
2026
Q1 		$3.85M Sell
59,419
-1,073
-2% -$78.5K 0.01% 950
2025
Q4 		$4.87M Sell
60,492
-5,145
-8% -$414K 0.01% 780
2025
Q3 		$5.39M Sell
65,637
-4,100
-6% -$355K 0.01% 685
2025
Q2 		$6.36M Sell
69,737
-2,073
-3% -$185K 0.01% 637
2025
Q1 		$6.57M Sell
71,810
-518
-0.7% -$45.2K 0.01% 613
2024
Q4 		$6.16M Sell
72,328
-4,021
-5% -$353K 0.01% 643
2024
Q3 		$6.68M Sell
76,349
-917
-1% -$77.2K 0.01% 670
2024
Q2 		$6.1M Buy
77,266
+15,744
+26% +$1.29M 0.01% 657
2024
Q1 		$5.56M Sell
61,522
-365
-0.6% -$33.3K 0.01% 686
2023
Q4 		$5.44M Sell
61,887
-18,099
-23% -$1.51M 0.01% 680
2023
Q3 		$6.76M Sell
79,986
-7,118
-8% -$643K 0.02% 572
2023
Q2 		$8.61M Buy
87,104
+15,178
+21% +$1.43M 0.02% 497
2023
Q1 		$6.91M Buy
71,926
+3,675
+5% +$340K 0.02% 503
2022
Q4 		$6.2M Buy
+68,251
New +$5.81M 0.02% 451

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

Corient Private Wealth's DOX Position: Q2 2026 in Review

Corient Private Wealth reduced its Amdocs (DOX) stake by 33% in Q2 2026, selling an estimated $1.19M and leaving 40,071 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Corient Private Wealth first reported a position in DOX in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.61M in Q2 2023. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Corient Private Wealth held 40,071 shares of Amdocs worth $2.03M as of Q2 2026.
  • Corient Private Wealth sold 19,348 Amdocs shares in Q2 2026, an estimated $1.19M.
  • Amdocs made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1392 holding.
  • Corient Private Wealth first reported a position in Amdocs in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Amdocs position peaked at $8.61M in Q2 2023.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.