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Forum Financial Management’s Amdocs DOX Stock Holding History

Forum Financial Management’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
-4,380
Closed -$353K – 519
2025
Q4 		$353K Buy
4,380
+3
+0.1% +$241 ﹤0.01% 661
2025
Q3 		$359K Buy
4,377
+1,486
+51% +$129K ﹤0.01% 635
2025
Q2 		$264K Sell
2,891
-211
-7% -$18.9K ﹤0.01% 740
2025
Q1 		$284K Buy
3,102
+599
+24% +$52.3K ﹤0.01% 617
2024
Q4 		$213K Buy
2,503
+2
+0.1% +$176 ﹤0.01% 818
2024
Q3 		$219K Buy
+2,501
New +$210K ﹤0.01% 677
2024
Q2 		– Sell
-2,496
Closed -$226K – 738
2024
Q1 		$226K Hold
2,496
– – ﹤0.01% 646
2023
Q4 		$219K Hold
2,496
– – ﹤0.01% 597
2023
Q3 		$211K Hold
2,496
– – ﹤0.01% 570
2023
Q2 		$247K Hold
2,496
– – 0.01% 512
2023
Q1 		$240K Hold
2,496
– – 0.01% 480
2022
Q4 		$227K Buy
+2,496
New +$212K 0.01% 499
2022
Q3 		– Sell
-2,496
Closed -$208K – 561
2022
Q2 		$208K Buy
+2,496
New +$206K 0.01% 512

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's DOX Position: Q1 2026 in Review

Forum Financial Management sold out of Amdocs (DOX) in Q1 2026, closing a stake of 4,380 shares — an estimated $353K sold.

Forum Financial Management first reported a position in DOX in Q2 2022 and held it in 13 quarters. The position peaked at $359K in Q3 2025. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Forum Financial Management reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,380 Amdocs shares in Q1 2026, an estimated $353K.
  • Forum Financial Management first reported a position in Amdocs in Q2 2022 and held it in 13 quarters.
  • Forum Financial Management's Amdocs position peaked at $359K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.