Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Amdocs DOX Stock Holding History

Envestnet Portfolio Solutions’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
-8,885
Closed -$811K – 1473
2025
Q2 		$811K Sell
8,885
-28,584
-76% -$2.56M ﹤0.01% 883
2025
Q1 		$3.43M Buy
37,469
+3,512
+10% +$307K 0.01% 455
2024
Q4 		$2.89M Buy
33,957
+5,928
+21% +$520K 0.01% 550
2024
Q3 		$2.45M Buy
28,029
+3,769
+16% +$317K 0.01% 596
2024
Q2 		$1.91M Buy
24,260
+507
+2% +$41.7K 0.01% 654
2024
Q1 		$2.15M Buy
23,753
+3,336
+16% +$304K 0.01% 615
2023
Q4 		$1.79M Buy
20,417
+2,925
+17% +$244K 0.01% 616
2023
Q3 		$1.48M Buy
+17,492
New +$1.58M 0.01% 639

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