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Groesbeck Investment Management’s Amdocs DOX Stock Holding History

Groesbeck Investment 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 		$72K Sell
1,423
-2,102
-60% -$129K 0.11% 73
2026
Q1 		$230K Hold
3,525
– – 0.45% 50
2025
Q4 		$284K Buy
3,525
+13
+0.4% +$1.04K 0.54% 43
2025
Q3 		$288K Buy
3,512
+230
+7% +$19.9K 0.56% 45
2025
Q2 		$299K Sell
3,282
-1,034
-24% -$92.4K 0.52% 51
2025
Q1 		$395K Sell
4,316
-646
-13% -$56.4K 0.55% 59
2024
Q4 		$422K Sell
4,962
-2,400
-33% -$211K 0.55% 58
2024
Q3 		$644K Sell
7,362
-1,518
-17% -$128K 0.95% 40
2024
Q2 		$701K Buy
8,880
+718
+9% +$59K 0.97% 37
2024
Q1 		$738K Sell
8,162
-1,300
-14% -$118K 0.79% 42
2023
Q4 		$832K Hold
9,462
– – 1.15% 31
2023
Q3 		$799K Buy
9,462
+819
+9% +$74K 1.21% 28
2023
Q2 		$854K Sell
8,643
-1,333
-13% -$125K 1.3% 26
2023
Q1 		$958K Hold
9,976
– – 1.44% 21
2022
Q4 		$907K Sell
9,976
-100
-1% -$8.51K 1.52% 21
2022
Q3 		$839K Hold
10,076
– – 1.38% 22
2022
Q2 		$839K Sell
10,076
-421
-4% -$34.7K 1.38% 22
2022
Q1 		$863K Buy
10,497
+145
+1% +$11.4K 0.97% 37
2021
Q4 		$775K Hold
10,352
– – 0.98% 34
2021
Q3 		$784K Sell
10,352
-1,658
-14% -$128K 0.91% 38
2021
Q2 		$929K Buy
12,010
+1,351
+13% +$104K 1.18% 28
2021
Q1 		$748K Buy
10,659
+2,900
+37% +$219K 1.08% 31
2020
Q4 		$550K Buy
7,759
+754
+11% +$47.3K 0.9% 43
2020
Q3 		$402K Hold
7,005
– – 0.75% 52
2020
Q2 		$426K Buy
+7,005
New +$433K 0.84% 50

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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

Groesbeck Investment Management's DOX Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Amdocs (DOX) stake by 60% in Q2 2026, selling an estimated $129K and leaving 1,423 shares worth $72K. The position accounts for 0.11% of the portfolio, ranked #73.

Groesbeck Investment Management first reported a position in DOX in Q2 2020 and has held it in 25 quarters since. The position peaked at $958K in Q1 2023. 48 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Groesbeck Investment Management held 1,423 shares of Amdocs worth $72K as of Q2 2026.
  • Groesbeck Investment Management sold 2,102 Amdocs shares in Q2 2026, an estimated $129K.
  • Amdocs made up 0.11% of Groesbeck Investment Management's portfolio in Q2 2026, its #73 holding.
  • Groesbeck Investment Management first reported a position in Amdocs in Q2 2020 and has held it in 25 quarters since.
  • Groesbeck Investment Management's Amdocs position peaked at $958K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.