Covestor
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Covestor’s Amdocs DOX Stock Holding History

Covestor’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 		$141K Buy
2,461
+259
+12% +$14.9K 0.09% 201
2026
Q2 		$111K Buy
2,202
+463
+27% +$28.4K 0.06% 299
2026
Q1 		$114K Sell
1,739
-1,682
-49% -$123K 0.08% 239
2025
Q4 		$275K Buy
3,421
+1,743
+104% +$140K 0.14% 120
2025
Q3 		$138K Sell
1,678
-365
-18% -$31.6K 0.08% 378
2025
Q2 		$186K Sell
2,043
-857
-30% -$76.6K 0.11% 219
2025
Q1 		$265K Buy
2,900
+222
+8% +$19.4K 0.18% 70
2024
Q4 		$228K Sell
2,678
-309
-10% -$27.1K 0.14% 121
2024
Q3 		$261K Buy
2,987
+974
+48% +$82K 0.16% 87
2024
Q2 		$159K Buy
2,013
+313
+18% +$25.7K 0.1% 246
2024
Q1 		$154K Sell
1,700
-365
-18% -$33.3K 0.1% 270
2023
Q4 		$182K Buy
2,065
+540
+35% +$45K 0.12% 185
2023
Q3 		$129K Buy
1,525
+245
+19% +$22.1K 0.1% 286
2023
Q2 		$127K Sell
1,280
-124
-9% -$11.7K 0.1% 303
2023
Q1 		$135K Sell
1,404
-137
-9% -$12.7K 0.12% 236
2022
Q4 		$140K Sell
1,541
-328
-18% -$27.9K 0.11% 244
2022
Q3 		$148K Buy
1,869
+1,861
+23,263% +$158K 0.13% 162
2022
Q2 		$1K Sell
8
-4
-33% -$330 ﹤0.01% 1703
2022
Q1 		$1K Sell
12
-3
-20% -$235 ﹤0.01% 1778
2021
Q4 		$1K Buy
+15
New +$1.13K ﹤0.01% 1715

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Covestor's DOX Position: Q3 2026 in Review

Covestor increased its Amdocs (DOX) stake by 12% in Q3 2026, buying an estimated $14.9K and bringing the position to 2,461 shares worth $141K. The position accounts for 0.09% of the portfolio, ranked #201.

Covestor first reported a position in DOX in Q4 2021 and has held it in 20 quarters since. The position peaked at $275K in Q4 2025. 254 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Covestor held 2,461 shares of Amdocs worth $141K as of Q3 2026.
  • Covestor bought 259 Amdocs shares in Q3 2026, an estimated $14.9K.
  • Amdocs made up 0.09% of Covestor's portfolio in Q3 2026, its #201 holding.
  • Covestor first reported a position in Amdocs in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Amdocs position peaked at $275K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.