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Equitable Trust’s Amdocs DOX Stock Holding History

Equitable 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
Q1 		– Sell
-3,235
Closed -$260K – 474
2025
Q4 		$260K Hold
3,235
– – 0.01% 403
2025
Q3 		$265K Hold
3,235
– – 0.01% 399
2025
Q2 		$295K Hold
3,235
– – 0.01% 380
2025
Q1 		$296K Hold
3,235
– – 0.02% 401
2024
Q4 		$275K Hold
3,235
– – 0.02% 424
2024
Q3 		$283K Hold
3,235
– – 0.02% 398
2024
Q2 		$255K Buy
+3,235
New +$266K 0.02% 405

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Equitable Trust's DOX Position: Q1 2026 in Review

Equitable Trust sold out of Amdocs (DOX) in Q1 2026, closing a stake of 3,235 shares — an estimated $260K sold.

Equitable Trust first reported a position in DOX in Q2 2024 and held it in 7 quarters. The position peaked at $296K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Equitable Trust reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Equitable Trust sold 3,235 Amdocs shares in Q1 2026, an estimated $260K.
  • Equitable Trust first reported a position in Amdocs in Q2 2024 and held it in 7 quarters.
  • Equitable Trust's Amdocs position peaked at $296K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.