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 Q2	$14.8K	Hold	288	–	–	﹤0.01%	772
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 New York $34.1B AUM 23.81% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cornerstone Planning Group's DOX Position: Q2 2026 in Review

Cornerstone Planning Group held its Amdocs (DOX) position steady in Q2 2026 at 288 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Cornerstone Planning Group first reported a position in DOX in Q3 2023 and has held it in 9 quarters since. The position peaked at $26.6K in Q1 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Cornerstone Planning Group held 288 shares of Amdocs worth $14.8K as of Q2 2026.
Cornerstone Planning Group left its Amdocs share count unchanged in Q2 2026.
Amdocs made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #772 holding.
Cornerstone Planning Group first reported a position in Amdocs in Q3 2023 and has held it in 9 quarters since.
Cornerstone Planning Group's Amdocs position peaked at $26.6K in Q1 2025.
448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.