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EP Wealth Advisors’s Amdocs DOX Stock Holding History

EP Wealth Advisors’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 		$4.12M Buy
81,471
+73,921
+979% +$4.53M 0.02% 420
2026
Q1 		$493K Sell
7,550
-285
-4% -$20.8K ﹤0.01% 902
2025
Q4 		$631K Buy
+7,835
New +$630K ﹤0.01% 768
2025
Q2 		$441K Sell
4,831
-601
-11% -$53.7K ﹤0.01% 831
2025
Q1 		$497K Buy
5,432
+1,151
+27% +$100K ﹤0.01% 711
2024
Q4 		$365K Buy
+4,281
New +$376K ﹤0.01% 793

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

EP Wealth Advisors's DOX Position: Q2 2026 in Review

EP Wealth Advisors increased its Amdocs (DOX) stake by 979% in Q2 2026, buying an estimated $4.53M and bringing the position to 81,471 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #420.

EP Wealth Advisors first reported a position in DOX in Q4 2024 and has held it in 6 quarters since. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • EP Wealth Advisors held 81,471 shares of Amdocs worth $4.12M as of Q2 2026.
  • EP Wealth Advisors bought 73,921 Amdocs shares in Q2 2026, an estimated $4.53M.
  • Amdocs made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #420 holding.
  • EP Wealth Advisors first reported a position in Amdocs in Q4 2024 and has held it in 6 quarters since.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.