Flatrock Wealth Partners’s Amdocs DOX Stock Holding History

Flatrock Wealth Partners’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	–	Sell	-3,013	Closed	-$244K	–	171
2025 Q4	$244K	Buy	+3,013	New	+$242K	0.12%	131

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Flatrock Wealth Partners's DOX Position: Q1 2026 in Review

Flatrock Wealth Partners sold out of Amdocs (DOX) in Q1 2026, closing a stake of 3,013 shares — an estimated $244K sold.

Flatrock Wealth Partners first reported a position in DOX in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Flatrock Wealth Partners reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
Flatrock Wealth Partners sold 3,013 Amdocs shares in Q1 2026, an estimated $244K.
Flatrock Wealth Partners first reported a position in Amdocs in Q4 2025 and held it in 1 quarter.
Flatrock Wealth Partners's Amdocs position peaked at $244K in Q4 2025.
475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Flatrock Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.