Creative Planning’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.6M | Buy |
85,772
+45,632
| +114% | +$3.34M | ﹤0.01% | 1108 |
|
|
2025
Q4 | $3.23M | Buy |
40,140
+6,623
| +20% | +$532K | ﹤0.01% | 1333 |
|
|
2025
Q3 | $2.75M | Buy |
33,517
+2,993
| +10% | +$259K | ﹤0.01% | 1292 |
|
|
2025
Q2 | $2.79M | Buy |
30,524
+8,755
| +40% | +$783K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $1.99M | Buy |
21,769
+4,892
| +29% | +$427K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $1.44M | Buy |
16,877
+1,766
| +12% | +$155K | ﹤0.01% | 1368 |
|
|
2024
Q3 | $1.32M | Buy |
15,111
+4,104
| +37% | +$345K | ﹤0.01% | 1314 |
|
|
2024
Q2 | $869K | Buy |
11,007
+6,069
| +123% | +$499K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $446K | Buy |
4,938
+618
| +14% | +$56.3K | ﹤0.01% | 1933 |
|
|
2023
Q4 | $380K | Buy |
4,320
+448
| +12% | +$37.3K | ﹤0.01% | 1913 |
|
|
2023
Q3 | $327K | Buy |
3,872
+34
| +0.9% | +$3.07K | ﹤0.01% | 1857 |
|
|
2023
Q2 | $379K | Sell |
3,838
-171
| -4% | -$16.1K | ﹤0.01% | 1732 |
|
|
2023
Q1 | $385K | Buy |
4,009
+191
| +5% | +$17.7K | ﹤0.01% | 1646 |
|
|
2022
Q4 | $347K | Buy |
+3,818
| New | +$325K | ﹤0.01% | 1632 |
|
|
2022
Q3 | – | Sell |
-2,489
| Closed | -$207K | – | 2352 |
|
|
2022
Q2 | $207K | Buy |
+2,489
| New | +$205K | ﹤0.01% | 1862 |
|
|
2021
Q4 | – | Sell |
-2,900
| Closed | -$220K | – | 2122 |
|
|
2021
Q3 | $220K | Buy |
+2,900
| New | +$224K | ﹤0.01% | 1804 |
|
|
2018
Q3 | – | Sell |
-5,213
| Closed | -$345K | – | 2095 |
|
|
2018
Q2 | $345K | Sell |
5,213
-99
| -2% | -$6.66K | ﹤0.01% | 1281 |
|
|
2018
Q1 | $354K | Buy |
5,312
+155
| +3% | +$10.4K | ﹤0.01% | 1262 |
|
|
2017
Q4 | $338K | Buy |
5,157
+340
| +7% | +$22.1K | ﹤0.01% | 1292 |
|
|
2017
Q3 | $310K | Buy |
4,817
+2,914
| +153% | +$188K | ﹤0.01% | 1316 |
|
|
2017
Q2 | $123K | Sell |
1,903
-295
| -13% | -$18.6K | ﹤0.01% | 1831 |
|
|
2017
Q1 | $134K | Buy |
2,198
+847
| +63% | +$50.9K | ﹤0.01% | 1764 |
|
|
2016
Q4 | $79K | Sell |
1,351
-57
| -4% | -$3.36K | ﹤0.01% | 2025 |
|
|
2016
Q3 | $81K | Buy |
1,408
+640
| +83% | +$37.7K | ﹤0.01% | 1980 |
|
|
2016
Q2 | $44K | Sell |
768
-260
| -25% | -$14.9K | ﹤0.01% | 2214 |
|
|
2016
Q1 | $62K | Sell |
1,028
-80
| -7% | -$4.48K | ﹤0.01% | 1936 |
|
|
2015
Q4 | $60K | Buy |
1,108
+85
| +8% | +$4.88K | ﹤0.01% | 1967 |
|
|
2015
Q3 | $58K | Buy |
+1,023
| New | +$58.5K | ﹤0.01% | 1934 |
|
|
2015
Q2 | – | Sell |
-513
| Closed | -$28K | – | 1566 |
|
|
2015
Q1 | $28K | Buy |
513
+500
| +3,846% | +$25.2K | ﹤0.01% | 2446 |
|
|
2014
Q4 | $1K | Sell |
13
-67
| -84% | -$3.14K | ﹤0.01% | 3961 |
|
|
2014
Q3 | $4K | Buy |
80
+47
| +142% | +$2.2K | ﹤0.01% | 3383 |
|
|
2014
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 3504 |
|
|
2014
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 3352 |
|
|
2013
Q4 | $1K | Sell |
33
-440
| -93% | -$17.3K | ﹤0.01% | 3203 |
|
|
2013
Q3 | $17K | Buy |
473
+310
| +190% | +$11.7K | ﹤0.01% | 2184 |
|
|
2013
Q2 | $6K | Buy |
+163
| New | +$5.82K | ﹤0.01% | 2470 |
|
Other funds holding DOX
BGC
BIP
VPM
Creative Planning's DOX Position: Q1 2026 in Review
Creative Planning increased its Amdocs (DOX) stake by 114% in Q1 2026, buying an estimated $3.34M and bringing the position to 85,772 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1108.
Creative Planning first reported a position in DOX in Q2 2013 and has held it in 36 quarters since. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.
- Creative Planning held 85,772 shares of Amdocs worth $5.6M as of Q1 2026.
- Creative Planning bought 45,632 Amdocs shares in Q1 2026, an estimated $3.34M.
- Amdocs made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1108 holding.
- Creative Planning first reported a position in Amdocs in Q2 2013 and has held it in 36 quarters since.
- 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.