HWAM
DOX icon

Hennion & Walsh Asset Management’s Amdocs DOX Stock Holding History

Hennion & Walsh Asset 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 		$630K Sell
12,466
-62
-0.5% -$3.8K 0.02% 685
2026
Q1 		$818K Sell
12,528
-192
-2% -$14K 0.03% 564
2025
Q4 		$1.02M Buy
12,720
+1,940
+18% +$156K 0.04% 510
2025
Q3 		$884K Buy
10,780
+3,262
+43% +$283K 0.03% 540
2025
Q2 		$686K Buy
7,518
+3,857
+105% +$345K 0.03% 581
2025
Q1 		$335K Buy
+3,661
New +$320K 0.01% 741
2024
Q3 		– Sell
-2,841
Closed -$224K – 880
2024
Q2 		$224K Sell
2,841
-263
-8% -$21.6K 0.01% 786
2024
Q1 		$281K Sell
3,104
-386
-11% -$35.2K 0.02% 706
2023
Q4 		$307K Sell
3,490
-91
-3% -$7.58K 0.02% 672
2023
Q3 		$303K Sell
3,581
-66
-2% -$5.96K 0.02% 644
2023
Q2 		$361K Sell
3,647
-38
-1% -$3.58K 0.02% 603
2023
Q1 		$354K Buy
3,685
+351
+11% +$32.5K 0.02% 593
2022
Q4 		$303K Buy
+3,334
New +$284K 0.02% 624
2022
Q1 		– Sell
-13,429
Closed -$1M – 777
2021
Q4 		$1M Sell
13,429
-843
-6% -$63.3K 0.05% 353
2021
Q3 		$1.08M Buy
14,272
+547
+4% +$42.3K 0.06% 337
2021
Q2 		$1.06M Sell
13,725
-205
-1% -$15.8K 0.06% 349
2021
Q1 		$977K Buy
+13,930
New +$1.05M 0.06% 360

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

Hennion & Walsh Asset Management's DOX Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Amdocs (DOX) stake by 0.49% in Q2 2026, selling an estimated $3.8K and leaving 12,466 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #685.

Hennion & Walsh Asset Management first reported a position in DOX in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.08M in Q3 2021. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Hennion & Walsh Asset Management held 12,466 shares of Amdocs worth $630K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 62 Amdocs shares in Q2 2026, an estimated $3.8K.
  • Amdocs made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #685 holding.
  • Hennion & Walsh Asset Management first reported a position in Amdocs in Q1 2021 and has held it in 17 quarters since.
  • Hennion & Walsh Asset Management's Amdocs position peaked at $1.08M in Q3 2021.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.