IPW
DOX icon

Impact Partnership Wealth’s Amdocs DOX Stock Holding History

Impact Partnership Wealth’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 		$534K Buy
+8,189
New +$599K 0.07% 192
2025
Q4 		– Sell
-4,044
Closed -$332K – 393
2025
Q3 		$332K Buy
4,044
+101
+3% +$8.76K 0.05% 222
2025
Q2 		$360K Buy
+3,943
New +$352K 0.07% 191
2025
Q1 		– Sell
-2,511
Closed -$214K – 285
2024
Q4 		$214K Buy
+2,511
New +$220K 0.04% 266
2024
Q2 		– Sell
-1,447
Closed -$131K – 329
2024
Q1 		$131K Sell
1,447
-92
-6% -$8.38K 0.05% 222
2023
Q4 		$135K Sell
1,539
-489
-24% -$40.7K 0.05% 214
2023
Q3 		$171K Buy
+2,028
New +$183K 0.05% 203

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Impact Partnership Wealth's DOX Position: Q1 2026 in Review

Impact Partnership Wealth opened a new position in Amdocs (DOX) in Q1 2026: 8,189 shares worth $534K. The stake represents 0.07% of the portfolio and ranks #192 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in DOX as recently as Q3 2025.

Impact Partnership Wealth first reported a position in DOX in Q3 2023 and has held it in 7 quarters since. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Impact Partnership Wealth held 8,189 shares of Amdocs worth $534K as of Q1 2026.
  • Amdocs was a new Impact Partnership Wealth position in Q1 2026.
  • Amdocs made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #192 holding.
  • Impact Partnership Wealth first reported a position in Amdocs in Q3 2023 and has held it in 7 quarters since.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.