Cornerstone Planning Group
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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
Q3 		– Sell
-288
Closed -$14.8K – 572
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% -$2.24K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cornerstone Planning Group's DOX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Amdocs (DOX) in Q3 2026, closing a stake of 288 shares — an estimated $14.8K sold.

Cornerstone Planning Group first reported a position in DOX in Q3 2023 and held it in 9 quarters. The position peaked at $26.6K in Q1 2025. 81 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Amdocs position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 288 Amdocs shares in Q3 2026, an estimated $14.8K.
  • Cornerstone Planning Group first reported a position in Amdocs in Q3 2023 and held it in 9 quarters.
  • Cornerstone Planning Group's Amdocs position peaked at $26.6K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.