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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
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 $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 $5.7T 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