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Diversified Trust’s Amdocs DOX Stock Holding History

Diversified Trust’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 		$5.02M Buy
99,247
+533
+0.5% +$32.7K 0.08% 139
2026
Q1 		$6.44M Buy
98,714
+29,454
+43% +$2.15M 0.12% 98
2025
Q4 		$5.58M Buy
69,260
+5,600
+9% +$450K 0.1% 114
2025
Q3 		$5.22M Buy
63,660
+6,114
+11% +$530K 0.1% 108
2025
Q2 		$5.25M Sell
57,546
-3,290
-5% -$294K 0.12% 104
2025
Q1 		$5.57M Buy
60,836
+497
+0.8% +$43.4K 0.14% 90
2024
Q4 		$5.14M Sell
60,339
-2,267
-4% -$199K 0.13% 96
2024
Q3 		$5.48M Sell
62,606
-4,568
-7% -$384K 0.14% 93
2024
Q2 		$5.3M Buy
67,174
+2,382
+4% +$196K 0.15% 81
2024
Q1 		$5.86M Buy
64,792
+19,774
+44% +$1.8M 0.18% 70
2023
Q4 		$3.96M Buy
+45,018
New +$3.75M 0.13% 85
2022
Q4 		– Sell
-6,291
Closed -$500K – 816
2022
Q3 		$500K Buy
+6,291
New +$533K 0.02% 395
2022
Q2 		– Sell
-5,194
Closed -$427K – 782
2022
Q1 		$427K Buy
5,194
+2,263
+77% +$177K 0.01% 505
2021
Q4 		$219K Sell
2,931
-973
-25% -$73K 0.01% 743
2021
Q3 		$296K Buy
+3,904
New +$302K 0.01% 597
2021
Q1 		– Sell
-2,992
Closed -$212K – 795
2020
Q4 		$212K Buy
+2,992
New +$188K 0.01% 644
2020
Q3 		– Sell
-3,478
Closed -$212K – 668
2020
Q2 		$212K Buy
+3,478
New +$215K 0.01% 486

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

Diversified Trust's DOX Position: Q2 2026 in Review

Diversified Trust increased its Amdocs (DOX) stake by 0.54% in Q2 2026, buying an estimated $32.7K and bringing the position to 99,247 shares worth $5.02M. The position accounts for 0.08% of the portfolio, ranked #139.

Diversified Trust first reported a position in DOX in Q2 2020 and has held it in 17 quarters since. The position peaked at $6.44M in Q1 2026. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Diversified Trust held 99,247 shares of Amdocs worth $5.02M as of Q2 2026.
  • Diversified Trust bought 533 Amdocs shares in Q2 2026, an estimated $32.7K.
  • Amdocs made up 0.08% of Diversified Trust's portfolio in Q2 2026, its #139 holding.
  • Diversified Trust first reported a position in Amdocs in Q2 2020 and has held it in 17 quarters since.
  • Diversified Trust's Amdocs position peaked at $6.44M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.