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Financial Consulate’s Amdocs DOX Stock Holding History

Financial Consulate’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 		$11.4K Buy
175
+23
+15% +$1.68K ﹤0.01% 615
2025
Q4 		$12.2K Buy
152
+59
+63% +$4.74K ﹤0.01% 570
2025
Q3 		$7.63K Buy
+93
New +$8.06K ﹤0.01% 591

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

Financial Consulate's DOX Position: Q1 2026 in Review

Financial Consulate increased its Amdocs (DOX) stake by 15% in Q1 2026, buying an estimated $1.68K and bringing the position to 175 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Financial Consulate first reported a position in DOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.2K in Q4 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Financial Consulate held 175 shares of Amdocs worth $11.4K as of Q1 2026.
  • Financial Consulate bought 23 Amdocs shares in Q1 2026, an estimated $1.68K.
  • Amdocs made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #615 holding.
  • Financial Consulate first reported a position in Amdocs in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Amdocs position peaked at $12.2K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.