Halbert Hargrove Global Advisors
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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
Q3 		– Sell
-2
Closed -$78 – 455
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

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Seizert Capital Partners
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TD Waterhouse Canada
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Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Crossmark Global Holdings
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State of Alaska Department of Revenue
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Halbert Hargrove Global Advisors's DOX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Amdocs (DOX) in Q3 2026, closing a stake of 2 shares — an estimated $78 sold.

Halbert Hargrove Global Advisors first reported a position in DOX in Q1 2025 and held it in 2 quarters. The position peaked at $549 in Q1 2025. 138 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Amdocs position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Amdocs shares in Q3 2026, an estimated $78.
  • Halbert Hargrove Global Advisors first reported a position in Amdocs in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Amdocs position peaked at $549 in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.