Evergreen Capital Management’s Amdocs DOX Stock Holding History

Evergreen Capital 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	$230K	Sell	4,507 -2,006	-31%	-$123K	﹤0.01%	1381
2026 Q1	$429K	Sell	6,513 -24	-0.4%	-$1.76K	0.01%	888
2025 Q4	$530K	Buy	6,537 +858	+15%	+$69K	0.01%	711
2025 Q3	$469K	Buy	5,679 +525	+10%	+$45.5K	0.01%	693
2025 Q2	$473K	Buy	+5,154	New	+$461K	0.01%	577
2019 Q1	–	Sell	-8,207	Closed	-$481K	–	411
2018 Q4	$481K	Hold	8,207	–	–	0.05%	212
2018 Q3	$541K	Hold	8,207	–	–	0.05%	213
2018 Q2	$543K	Hold	8,207	–	–	0.05%	211
2018 Q1	$548K	Buy	+8,207	New	+$552K	0.05%	199

Other funds holding DOX

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evergreen Capital Management's DOX Position: Q2 2026 in Review

Evergreen Capital Management reduced its Amdocs (DOX) stake by 31% in Q2 2026, selling an estimated $123K and leaving 4,507 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Evergreen Capital Management first reported a position in DOX in Q1 2018 and has held it in 9 quarters since. The position peaked at $548K in Q1 2018. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Evergreen Capital Management held 4,507 shares of Amdocs worth $230K as of Q2 2026.
Evergreen Capital Management sold 2,006 Amdocs shares in Q2 2026, an estimated $123K.
Amdocs made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1381 holding.
Evergreen Capital Management first reported a position in Amdocs in Q1 2018 and has held it in 9 quarters since.
Evergreen Capital Management's Amdocs position peaked at $548K in Q1 2018.
448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.