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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
Q2 		$108K Sell
2,138
-117
-5% -$7.18K ﹤0.01% 1340
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
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

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

EverSource Wealth Advisors reduced its Amdocs (DOX) stake by 5.2% in Q2 2026, selling an estimated $7.18K and leaving 2,138 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

EverSource Wealth Advisors first reported a position in DOX in Q3 2022 and has held it in 16 quarters since. The position peaked at $151K in Q2 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • EverSource Wealth Advisors held 2,138 shares of Amdocs worth $108K as of Q2 2026.
  • EverSource Wealth Advisors sold 117 Amdocs shares in Q2 2026, an estimated $7.18K.
  • Amdocs made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1340 holding.
  • EverSource Wealth Advisors first reported a position in Amdocs in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Amdocs position peaked at $151K in Q2 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.