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Dogwood Wealth Management’s Amdocs DOX Stock Holding History

Dogwood Wealth Management’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
2025
Q3 		– Sell
-63
Closed -$5.83K – 764
2025
Q2 		$5.83K Buy
+63
New +$5.63K ﹤0.01% 393

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dogwood Wealth Management's DOX Position: Q3 2025 in Review

Dogwood Wealth Management sold out of Amdocs (DOX) in Q3 2025, closing a stake of 63 shares — an estimated $5.83K sold.

Dogwood Wealth Management first reported a position in DOX in Q2 2025 and held it in 1 quarter. The position peaked at $5.83K in Q2 2025. 526 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

  • Dogwood Wealth Management reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 63 Amdocs shares in Q3 2025, an estimated $5.83K.
  • Dogwood Wealth Management first reported a position in Amdocs in Q2 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Amdocs position peaked at $5.83K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.