GPWM
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Grant Private Wealth Management’s Amdocs DOX Stock Holding History

Grant Private Wealth 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 		$277K Buy
5,478
+1,952
+55% +$120K 0.12% 132
2026
Q1 		$230K Buy
+3,526
New +$258K 0.12% 138

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

Grant Private Wealth Management's DOX Position: Q2 2026 in Review

Grant Private Wealth Management increased its Amdocs (DOX) stake by 55% in Q2 2026, buying an estimated $120K and bringing the position to 5,478 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #132.

Grant Private Wealth Management first reported a position in DOX in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Grant Private Wealth Management held 5,478 shares of Amdocs worth $277K as of Q2 2026.
  • Grant Private Wealth Management bought 1,952 Amdocs shares in Q2 2026, an estimated $120K.
  • Amdocs made up 0.12% of Grant Private Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Grant Private Wealth Management first reported a position in Amdocs in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.