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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
Q2 		$201K Buy
+3,975
New +$244K ﹤0.01% 845
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 $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Greenleaf Trust's DOX Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Amdocs (DOX) in Q2 2026: 3,975 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in DOX as recently as Q4 2025.

Greenleaf Trust first reported a position in DOX in Q1 2015 and has held it in 24 quarters since. The position peaked at $3.68M in Q3 2016. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Greenleaf Trust held 3,975 shares of Amdocs worth $201K as of Q2 2026.
  • Amdocs was a new Greenleaf Trust position in Q2 2026.
  • Amdocs made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #845 holding.
  • Greenleaf Trust first reported a position in Amdocs in Q1 2015 and has held it in 24 quarters since.
  • Greenleaf Trust's Amdocs position peaked at $3.68M in Q3 2016.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.