HCG
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Haven Capital Group’s Amdocs DOX Stock Holding History

Haven Capital Group’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
2025
Q3 		– Sell
-2,237
Closed -$204K – 39
2025
Q2 		$204K Sell
2,237
-115
-5% -$10.3K 0.18% 40
2025
Q1 		$215K Hold
2,352
– – 0.24% 34
2024
Q4 		$200K Buy
+2,352
New +$206K 0.19% 36

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Haven Capital Group's DOX Position: Q3 2025 in Review

Haven Capital Group sold out of Amdocs (DOX) in Q3 2025, closing a stake of 2,237 shares — an estimated $204K sold.

Haven Capital Group first reported a position in DOX in Q4 2024 and held it in 3 quarters. The position peaked at $215K in Q1 2025. 526 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

  • Haven Capital Group reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
  • Haven Capital Group sold 2,237 Amdocs shares in Q3 2025, an estimated $204K.
  • Haven Capital Group first reported a position in Amdocs in Q4 2024 and held it in 3 quarters.
  • Haven Capital Group's Amdocs position peaked at $215K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on Haven Capital Group's 13F filing for Q3 2025, filed 12 Nov 2025.