EWM
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Empirical Wealth Management’s Amdocs DOX Stock Holding History

Empirical 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
2026
Q2 		$456K Sell
9,020
-375
-4% -$23K 0.01% 723
2026
Q1 		$613K Buy
9,395
+2,011
+27% +$147K 0.01% 506
2025
Q4 		$594K Buy
7,384
+2,665
+56% +$214K 0.01% 456
2025
Q3 		$387K Buy
+4,719
New +$409K 0.01% 544
2025
Q2 		– Sell
-2,625
Closed -$240K – 703
2025
Q1 		$240K Sell
2,625
-119,845
-98% -$10.5M 0.01% 564
2024
Q4 		$10.4M Buy
122,470
+17,221
+16% +$1.51M 0.28% 74
2024
Q3 		$9.21M Buy
105,249
+24,501
+30% +$2.06M 0.26% 84
2024
Q2 		$6.37M Sell
80,748
-7,540
-9% -$620K 0.19% 99
2024
Q1 		$7.98M Buy
88,288
+15,732
+22% +$1.43M 0.24% 81
2023
Q4 		$6.38M Sell
72,556
-541
-0.7% -$45.1K 0.21% 94
2023
Q3 		$6.18M Buy
73,097
+7,933
+12% +$717K 0.24% 84
2023
Q2 		$6.44M Buy
+65,164
New +$6.13M 0.26% 78
2022
Q1 		– Sell
-4,656
Closed -$348K – 511
2021
Q4 		$348K Sell
4,656
-1,965
-30% -$148K 0.02% 400
2021
Q3 		$501K Buy
+6,621
New +$512K 0.03% 299

Other funds holding DOX

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
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
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Empirical Wealth Management's DOX Position: Q2 2026 in Review

Empirical Wealth Management reduced its Amdocs (DOX) stake by 4% in Q2 2026, selling an estimated $23K and leaving 9,020 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #723.

Empirical Wealth Management first reported a position in DOX in Q3 2021 and has held it in 14 quarters since. The position peaked at $10.4M in Q4 2024. 44 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Empirical Wealth Management held 9,020 shares of Amdocs worth $456K as of Q2 2026.
  • Empirical Wealth Management sold 375 Amdocs shares in Q2 2026, an estimated $23K.
  • Amdocs made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #723 holding.
  • Empirical Wealth Management first reported a position in Amdocs in Q3 2021 and has held it in 14 quarters since.
  • Empirical Wealth Management's Amdocs position peaked at $10.4M in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.