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HB Wealth Management’s Amdocs DOX Stock Holding History

HB Wealth 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
Q1 		– Sell
-4,059
Closed -$327K – 1562
2025
Q4 		$327K Sell
4,059
-825
-17% -$66.3K ﹤0.01% 1100
2025
Q3 		$401K Sell
4,884
-191
-4% -$16.6K ﹤0.01% 949
2025
Q2 		$463K Sell
5,075
-127
-2% -$11.4K ﹤0.01% 767
2025
Q1 		$476K Buy
5,202
+1,363
+36% +$119K ﹤0.01% 778
2024
Q4 		$327K Buy
3,839
+264
+7% +$23.2K ﹤0.01% 776
2024
Q3 		$313K Sell
3,575
-1,660
-32% -$140K ﹤0.01% 746
2024
Q2 		$413K Buy
+5,235
New +$430K ﹤0.01% 602

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HB Wealth Management's DOX Position: Q1 2026 in Review

HB Wealth Management sold out of Amdocs (DOX) in Q1 2026, closing a stake of 4,059 shares — an estimated $327K sold.

HB Wealth Management first reported a position in DOX in Q2 2024 and held it in 7 quarters. The position peaked at $476K in Q1 2025. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • HB Wealth Management reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 4,059 Amdocs shares in Q1 2026, an estimated $327K.
  • HB Wealth Management first reported a position in Amdocs in Q2 2024 and held it in 7 quarters.
  • HB Wealth Management's Amdocs position peaked at $476K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.