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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
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 $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

Covestor's DOX Position: Q1 2026 in Review

Covestor reduced its Amdocs (DOX) stake by 49% in Q1 2026, selling an estimated $123K and leaving 1,739 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #239.

Covestor first reported a position in DOX in Q4 2021 and has held it in 18 quarters since. The position peaked at $275K in Q4 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Covestor held 1,739 shares of Amdocs worth $114K as of Q1 2026.
  • Covestor sold 1,682 Amdocs shares in Q1 2026, an estimated $123K.
  • Amdocs made up 0.08% of Covestor's portfolio in Q1 2026, its #239 holding.
  • Covestor first reported a position in Amdocs in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Amdocs position peaked at $275K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.