EverSource Wealth Advisors’s Amdocs DOX Stock Holding History

EverSource 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 Q1	$147K	Buy	2,255 +550	+32%	+$40.2K	﹤0.01%	1219
2025 Q4	$137K	Buy	1,705 +24	+1%	+$1.93K	0.01%	1151
2025 Q3	$138K	Buy	1,681 +21	+1%	+$1.82K	0.01%	1098
2025 Q2	$151K	Buy	1,660 +971	+141%	+$86.8K	0.01%	991
2025 Q1	$63K	Buy	689 +381	+124%	+$33.3K	﹤0.01%	1125
2024 Q4	$26.2K	Sell	308 -18	-6%	-$1.58K	﹤0.01%	1488
2024 Q3	$28.5K	Buy	326 +41	+14%	+$3.45K	﹤0.01%	1306
2024 Q2	$24.9K	Buy	285 +10	+4%	+$822	﹤0.01%	1396
2024 Q1	$23.1K	Buy	275 +162	+143%	+$14.8K	﹤0.01%	1292
2023 Q4	$9.93K	Buy	113 +66	+140%	+$5.5K	﹤0.01%	1561
2023 Q3	$3.95K	Buy	47 +15	+47%	+$1.35K	﹤0.01%	1797
2023 Q2	$3.16K	Buy	32 +20	+167%	+$1.88K	﹤0.01%	1904
2023 Q1	$1.15K	Hold	12	–	–	﹤0.01%	2077
2022 Q4	$1.09K	Hold	12	–	–	﹤0.01%	2068
2022 Q3	$1K	Buy	+12	New	+$1.02K	﹤0.01%	1800

Other funds holding DOX

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EverSource Wealth Advisors's DOX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Amdocs (DOX) stake by 32% in Q1 2026, buying an estimated $40.2K and bringing the position to 2,255 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

EverSource Wealth Advisors first reported a position in DOX in Q3 2022 and has held it in 15 quarters since. The position peaked at $151K in Q2 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

EverSource Wealth Advisors held 2,255 shares of Amdocs worth $147K as of Q1 2026.
EverSource Wealth Advisors bought 550 Amdocs shares in Q1 2026, an estimated $40.2K.
Amdocs made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1219 holding.
EverSource Wealth Advisors first reported a position in Amdocs in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Amdocs position peaked at $151K in Q2 2025.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.