CX Institutional’s Amdocs DOX Stock Holding History

CX Institutional’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	$289K	Buy	5,725 +1,137	+25%	+$69.7K	0.01%	643
2026 Q1	$299K	Sell	4,588 -5,349	-54%	-$391K	0.01%	606
2025 Q4	$800K	Buy	9,937 +593	+6%	+$47.7K	0.02%	317
2025 Q3	$767K	Buy	9,344 +80	+0.9%	+$6.93K	0.02%	341
2025 Q2	$845K	Buy	9,264 +35	+0.4%	+$3.13K	0.03%	288
2025 Q1	$844K	Buy	+9,229	New	+$806K	0.03%	297
2023 Q1	–	Sell	-17,249	Closed	-$1.57M	–	499
2022 Q4	$1.57M	Buy	17,249 +625	+4%	+$53.2K	0.1%	215
2022 Q3	$1.32M	Sell	16,624 -292	-2%	-$24.7K	0.09%	226
2022 Q2	$1.41M	Sell	16,916 -620	-4%	-$51.1K	0.11%	216
2022 Q1	$1.44M	Buy	+17,536	New	+$1.37M	0.12%	190
2020 Q3	–	Sell	-15	Closed	-$1K	–	880
2020 Q2	$1K	Sell	15 -25	-63%	-$1.54K	﹤0.01%	791
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	659
2019 Q4	$3K	Buy	+40	New	+$2.72K	﹤0.01%	621
2019 Q2	–	Sell	-40	Closed	-$2K	–	958
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	681
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	449
2018 Q3	$3K	Hold	40	–	–	﹤0.01%	309
2018 Q2	$3K	Buy	+40	New	+$2.69K	﹤0.01%	289

Other funds holding DOX

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return