Great Valley Advisor Group
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Great Valley Advisor Group’s Amdocs DOX Stock Holding History

Great Valley Advisor Group’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
Q3 		$205K Sell
3,589
-577
-14% -$33.1K ﹤0.01% 1031
2026
Q2 		$211K Buy
4,166
+534
+15% +$32.8K ﹤0.01% 979
2026
Q1 		$237K Buy
+3,632
New +$266K ﹤0.01% 889
2023
Q4 		– Sell
-4,602
Closed -$389K – 725
2023
Q3 		$389K Buy
4,602
+2,246
+95% +$203K 0.02% 491
2023
Q2 		$233K Buy
2,356
+154
+7% +$14.5K 0.01% 626
2023
Q1 		$211K Buy
+2,202
New +$204K 0.01% 642

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Great Valley Advisor Group's DOX Position: Q3 2026 in Review

Great Valley Advisor Group reduced its Amdocs (DOX) stake by 14% in Q3 2026, selling an estimated $33.1K and leaving 3,589 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Great Valley Advisor Group first reported a position in DOX in Q1 2023 and has held it in 6 quarters since. The position peaked at $389K in Q3 2023. 359 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Great Valley Advisor Group held 3,589 shares of Amdocs worth $205K as of Q3 2026.
  • Great Valley Advisor Group sold 577 Amdocs shares in Q3 2026, an estimated $33.1K.
  • Amdocs made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #1031 holding.
  • Great Valley Advisor Group first reported a position in Amdocs in Q1 2023 and has held it in 6 quarters since.
  • Great Valley Advisor Group's Amdocs position peaked at $389K in Q3 2023.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.