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Greenleaf Trust’s Amdocs DOX Stock Holding History

Greenleaf Trust’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 		– Sell
-2,536
Closed -$204K – 821
2025
Q4 		$204K Buy
+2,536
New +$204K ﹤0.01% 792
2025
Q3 		– Sell
-2,398
Closed -$219K – 814
2025
Q2 		$219K Buy
+2,398
New +$214K ﹤0.01% 740
2023
Q2 		– Sell
-2,096
Closed -$201K – 777
2023
Q1 		$201K Sell
2,096
-1,311
-38% -$121K ﹤0.01% 736
2022
Q4 		$310K Buy
3,407
+84
+3% +$7.14K ﹤0.01% 572
2022
Q3 		$264K Buy
3,323
+4
+0.1% +$339 ﹤0.01% 578
2022
Q2 		$277K Sell
3,319
-232
-7% -$19.1K ﹤0.01% 574
2022
Q1 		$292K Buy
3,551
+141
+4% +$11K ﹤0.01% 605
2021
Q4 		$255K Buy
+3,410
New +$256K ﹤0.01% 650
2019
Q1 		– Sell
-3,797
Closed -$222K – 534
2018
Q4 		$222K Buy
3,797
+101
+3% +$6.33K ﹤0.01% 427
2018
Q3 		$244K Sell
3,696
-426
-10% -$28.2K ﹤0.01% 452
2018
Q2 		$273K Sell
4,122
-49,667
-92% -$3.34M 0.01% 407
2018
Q1 		$3.59M Sell
53,789
-79
-0.1% -$5.32K 0.07% 65
2017
Q4 		$3.53M Buy
53,868
+886
+2% +$57.5K 0.07% 67
2017
Q3 		$3.41M Sell
52,982
-3,771
-7% -$243K 0.07% 68
2017
Q2 		$3.66M Sell
56,753
-2,558
-4% -$161K 0.08% 61
2017
Q1 		$3.62M Sell
59,311
-3,798
-6% -$228K 0.09% 59
2016
Q4 		$3.68M Sell
63,109
-565
-0.9% -$33.3K 0.1% 63
2016
Q3 		$3.68M Buy
63,674
+40
+0.1% +$2.36K 0.1% 62
2016
Q2 		$3.67M Buy
+63,634
New +$3.65M 0.09% 61
2016
Q1 		– Sell
-3,749
Closed -$205K – 166
2015
Q4 		$205K Sell
3,749
-450
-11% -$25.8K 0.01% 160
2015
Q3 		$239K Hold
4,199
– – 0.01% 159
2015
Q2 		$229K Hold
4,199
– – 0.01% 146
2015
Q1 		$228K Buy
+4,199
New +$212K 0.01% 143

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

Greenleaf Trust's DOX Position: Q1 2026 in Review

Greenleaf Trust sold out of Amdocs (DOX) in Q1 2026, closing a stake of 2,536 shares — an estimated $204K sold.

Greenleaf Trust first reported a position in DOX in Q1 2015 and held it in 23 quarters. The position peaked at $3.68M in Q3 2016. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Greenleaf Trust reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Greenleaf Trust sold 2,536 Amdocs shares in Q1 2026, an estimated $204K.
  • Greenleaf Trust first reported a position in Amdocs in Q1 2015 and held it in 23 quarters.
  • Greenleaf Trust's Amdocs position peaked at $3.68M in Q3 2016.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.