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GeoWealth Management’s Amdocs DOX Stock Holding History

GeoWealth 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
Q2 		– Sell
-3,195
Closed -$208K – 907
2026
Q1 		$208K Buy
+3,195
New +$234K 0.01% 709
2025
Q3 		– Sell
-2,313
Closed -$211K – 877
2025
Q2 		$211K Buy
2,313
+585
+34% +$52.3K 0.01% 642
2025
Q1 		$158K Sell
1,728
-2,787
-62% -$243K 0.01% 711
2024
Q4 		$384K Buy
4,515
+2,595
+135% +$228K 0.01% 542
2024
Q3 		$168K Sell
1,920
-209
-10% -$17.6K 0.01% 764
2024
Q2 		$168K Sell
2,129
-123
-5% -$10.1K 0.01% 721
2024
Q1 		$204K Buy
2,252
+420
+23% +$38.3K 0.01% 686
2023
Q4 		$162K Buy
1,832
+1,124
+159% +$93.6K 0.01% 536
2023
Q3 		$60K Buy
708
+197
+39% +$17.8K 0.01% 381
2023
Q2 		$51K Sell
511
-322
-39% -$30.3K 0.01% 331
2023
Q1 		$80K Buy
+833
New +$77.1K 0.01% 258

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

GeoWealth Management's DOX Position: Q2 2026 in Review

GeoWealth Management sold out of Amdocs (DOX) in Q2 2026, closing a stake of 3,195 shares — an estimated $208K sold.

GeoWealth Management first reported a position in DOX in Q1 2023 and held it in 11 quarters. The position peaked at $384K in Q4 2024. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • GeoWealth Management reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 3,195 Amdocs shares in Q2 2026, an estimated $208K.
  • GeoWealth Management first reported a position in Amdocs in Q1 2023 and held it in 11 quarters.
  • GeoWealth Management's Amdocs position peaked at $384K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.