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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
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 $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 $5.72T 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

Great Valley Advisor Group's DOX Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Amdocs (DOX) in Q1 2026: 3,632 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in DOX as recently as Q3 2023.

Great Valley Advisor Group first reported a position in DOX in Q1 2023 and has held it in 4 quarters since. The position peaked at $389K in Q3 2023. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Great Valley Advisor Group held 3,632 shares of Amdocs worth $237K as of Q1 2026.
  • Amdocs was a new Great Valley Advisor Group position in Q1 2026.
  • Amdocs made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #889 holding.
  • Great Valley Advisor Group first reported a position in Amdocs in Q1 2023 and has held it in 4 quarters since.
  • Great Valley Advisor Group's Amdocs position peaked at $389K in Q3 2023.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.