GA
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GoalVest Advisory’s Amdocs DOX Stock Holding History

GoalVest Advisory’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 		$2.58K Buy
+51
New +$3.13K ﹤0.01% 435

Other funds holding DOX

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GoalVest Advisory's DOX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Amdocs (DOX) in Q2 2026: 51 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

44 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • GoalVest Advisory held 51 shares of Amdocs worth $2.58K as of Q2 2026.
  • Amdocs was a new GoalVest Advisory position in Q2 2026.
  • Amdocs made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #435 holding.
  • 44 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.