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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
Q2 		$8.85K Hold
175
– – ﹤0.01% 705
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 $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

Financial Consulate's DOX Position: Q2 2026 in Review

Financial Consulate held its Amdocs (DOX) position steady in Q2 2026 at 175 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Financial Consulate first reported a position in DOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q4 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Financial Consulate held 175 shares of Amdocs worth $8.85K as of Q2 2026.
  • Financial Consulate left its Amdocs share count unchanged in Q2 2026.
  • Amdocs made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #705 holding.
  • Financial Consulate first reported a position in Amdocs in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Amdocs position peaked at $12.2K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.