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 Q2	–	Sell	-8,189	Closed	-$534K	–	453
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 New York $34.1B AUM 23.81% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Impact Partnership Wealth's DOX Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Amdocs (DOX) in Q2 2026, closing a stake of 8,189 shares — an estimated $534K sold.

Impact Partnership Wealth first reported a position in DOX in Q3 2023 and held it in 7 quarters. The position peaked at $534K in Q1 2026. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Impact Partnership Wealth reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
Impact Partnership Wealth sold 8,189 Amdocs shares in Q2 2026, an estimated $534K.
Impact Partnership Wealth first reported a position in Amdocs in Q3 2023 and held it in 7 quarters.
Impact Partnership Wealth's Amdocs position peaked at $534K in Q1 2026.
448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.