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CSM Advisors’s Amdocs DOX Stock Holding History

CSM Advisors’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 		$318K Sell
6,300
-755
-11% -$46.3K 0.01% 388
2026
Q1 		$460K Hold
7,055
– – 0.01% 370
2025
Q4 		$568K Hold
7,055
– – 0.02% 364
2025
Q3 		$579K Buy
+7,055
New +$612K 0.02% 368

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CSM Advisors's DOX Position: Q2 2026 in Review

CSM Advisors reduced its Amdocs (DOX) stake by 11% in Q2 2026, selling an estimated $46.3K and leaving 6,300 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #388.

CSM Advisors first reported a position in DOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $579K in Q3 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • CSM Advisors held 6,300 shares of Amdocs worth $318K as of Q2 2026.
  • CSM Advisors sold 755 Amdocs shares in Q2 2026, an estimated $46.3K.
  • Amdocs made up 0.01% of CSM Advisors's portfolio in Q2 2026, its #388 holding.
  • CSM Advisors first reported a position in Amdocs in Q3 2025 and has held it in 4 quarters since.
  • CSM Advisors's Amdocs position peaked at $579K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.