Howe & Rusling’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,534
| Closed | -$204K | – | 485 |
|
|
2025
Q4 | $204K | Sell |
2,534
-62,232
| -96% | -$5M | 0.01% | 297 |
|
|
2025
Q3 | $5.31M | Sell |
64,766
-1,840
| -3% | -$159K | 0.36% | 75 |
|
|
2025
Q2 | $6.08M | Buy |
66,606
+14
| +0% | +$1.25K | 0.45% | 66 |
|
|
2025
Q1 | $6.09M | Sell |
66,592
-31,295
| -32% | -$2.73M | 0.51% | 62 |
|
|
2024
Q4 | $8.33M | Sell |
97,887
-6,656
| -6% | -$584K | 0.72% | 44 |
|
|
2024
Q3 | $9.15M | Buy |
104,543
+12,447
| +14% | +$1.05M | 0.79% | 37 |
|
|
2024
Q2 | $7.27M | Sell |
92,096
-671
| -0.7% | -$55.1K | 0.66% | 46 |
|
|
2024
Q1 | $8.38M | Buy |
92,767
+9,480
| +11% | +$864K | 0.8% | 39 |
|
|
2023
Q4 | $7.32M | Sell |
83,287
-9,481
| -10% | -$790K | 0.78% | 45 |
|
|
2023
Q3 | $7.84M | Buy |
92,768
+9,353
| +11% | +$845K | 0.93% | 37 |
|
|
2023
Q2 | $8.25M | Buy |
83,415
+11,618
| +16% | +$1.09M | 0.92% | 35 |
|
|
2023
Q1 | $6.89M | Buy |
+71,797
| New | +$6.64M | 0.82% | 40 |
|
|
2021
Q3 | – | Sell |
-19
| Closed | -$1K | – | 990 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 876 |
|
|
2021
Q1 | $1K | Sell |
19
-45
| -70% | -$3.4K | ﹤0.01% | 880 |
|
|
2020
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 604 |
|
|
2020
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $4K | Buy |
64
+2
| +3% | +$124 | ﹤0.01% | 559 |
|
|
2020
Q1 | $3K | Sell |
62
-12
| -16% | -$804 | ﹤0.01% | 564 |
|
|
2019
Q4 | $5K | Buy |
74
+5
| +7% | +$341 | ﹤0.01% | 547 |
|
|
2019
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 547 |
|
|
2019
Q2 | $4K | Sell |
69
-1
| -1% | -$58 | ﹤0.01% | 559 |
|
|
2019
Q1 | $4K | Sell |
70
-61
| -47% | -$3.43K | ﹤0.01% | 563 |
|
|
2018
Q4 | $8K | Sell |
131
-34
| -21% | -$2.13K | ﹤0.01% | 466 |
|
|
2018
Q3 | $11K | Sell |
165
-12
| -7% | -$794 | ﹤0.01% | 485 |
|
|
2018
Q2 | $12K | Sell |
177
-13
| -7% | -$875 | ﹤0.01% | 430 |
|
|
2018
Q1 | $13K | Sell |
190
-21
| -10% | -$1.41K | ﹤0.01% | 447 |
|
|
2017
Q4 | $14K | Sell |
211
-11
| -5% | -$714 | ﹤0.01% | 425 |
|
|
2017
Q3 | $14K | Hold |
222
| – | – | ﹤0.01% | 422 |
|
|
2017
Q2 | $14K | Sell |
222
-11
| -5% | -$694 | ﹤0.01% | 415 |
|
|
2017
Q1 | $14K | Hold |
233
| – | – | ﹤0.01% | 416 |
|
|
2016
Q4 | $14K | Hold |
233
| – | – | ﹤0.01% | 417 |
|
|
2016
Q3 | $13K | Hold |
233
| – | – | ﹤0.01% | 446 |
|
|
2016
Q2 | $13K | Buy |
233
+5
| +2% | +$287 | ﹤0.01% | 432 |
|
|
2016
Q1 | $14K | Sell |
228
-68
| -23% | -$3.81K | ﹤0.01% | 463 |
|
|
2015
Q4 | $16K | Sell |
296
-21
| -7% | -$1.2K | ﹤0.01% | 414 |
|
|
2015
Q3 | $18K | Buy |
317
+6
| +2% | +$343 | ﹤0.01% | 399 |
|
|
2015
Q2 | $17K | Buy |
311
+7
| +2% | +$385 | ﹤0.01% | 434 |
|
|
2015
Q1 | $17K | Hold |
304
| – | – | ﹤0.01% | 417 |
|
|
2014
Q4 | $14K | Buy |
+304
| New | +$14.2K | ﹤0.01% | 444 |
|
|
2013
Q4 | – | Sell |
-320
| Closed | -$12K | – | 829 |
|
|
2013
Q3 | $12K | Buy |
+320
| New | +$12.1K | ﹤0.01% | 566 |
|
Other funds holding DOX
BGC
BIP
VPM
Howe & Rusling's DOX Position: Q1 2026 in Review
Howe & Rusling sold out of Amdocs (DOX) in Q1 2026, closing a stake of 2,534 shares — an estimated $204K sold.
Howe & Rusling first reported a position in DOX in Q3 2013 and held it in 40 quarters. The position peaked at $9.15M in Q3 2024. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.
- Howe & Rusling reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
- Howe & Rusling sold 2,534 Amdocs shares in Q1 2026, an estimated $204K.
- Howe & Rusling first reported a position in Amdocs in Q3 2013 and held it in 40 quarters.
- Howe & Rusling's Amdocs position peaked at $9.15M in Q3 2024.
- 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.