HHGA
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Halbert Hargrove Global Advisors’s Amdocs DOX Stock Holding History

Halbert Hargrove Global Advisors’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 		$78 Buy
+2
New +$123 ﹤0.01% 719
2025
Q2 		– Sell
-6
Closed -$549 – 405
2025
Q1 		$549 Buy
+6
New +$524 ﹤0.01% 491

Other funds holding DOX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 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

Halbert Hargrove Global Advisors's DOX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Amdocs (DOX) in Q2 2026: 2 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in DOX as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in DOX in Q1 2025 and has held it in 2 quarters since. The position peaked at $549 in Q1 2025. 77 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Amdocs worth $78 as of Q2 2026.
  • Amdocs was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Amdocs made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #719 holding.
  • Halbert Hargrove Global Advisors first reported a position in Amdocs in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Amdocs position peaked at $549 in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.