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Cornerstone Planning Group’s Amdocs DOX Stock Holding History

Cornerstone Planning Group’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 		$18.8K Hold
288
– – ﹤0.01% 691
2025
Q4 		$23.6K Sell
288
-9
-3% -$724 ﹤0.01% 543
2025
Q3 		$24.9K Buy
297
+9
+3% +$780 ﹤0.01% 511
2025
Q2 		$24.4K Sell
288
-25
-8% -$2.23K 0.01% 376
2025
Q1 		$26.6K Buy
+313
New +$27.3K 0.01% 348
2024
Q2 		– Sell
-5
Closed -$420 – 1285
2024
Q1 		$420 Hold
5
– – ﹤0.01% 967
2023
Q4 		$439 Hold
5
– – ﹤0.01% 790
2023
Q3 		$422 Buy
+5
New +$452 ﹤0.01% 917

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

Cornerstone Planning Group's DOX Position: Q1 2026 in Review

Cornerstone Planning Group held its Amdocs (DOX) position steady in Q1 2026 at 288 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Cornerstone Planning Group first reported a position in DOX in Q3 2023 and has held it in 8 quarters since. The position peaked at $26.6K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Cornerstone Planning Group held 288 shares of Amdocs worth $18.8K as of Q1 2026.
  • Cornerstone Planning Group left its Amdocs share count unchanged in Q1 2026.
  • Amdocs made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #691 holding.
  • Cornerstone Planning Group first reported a position in Amdocs in Q3 2023 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Amdocs position peaked at $26.6K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.