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 Q3	$244K	Buy	+4,259	New	+$244K	0.02%	406
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 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Impact Partnership Wealth's DOX Position: Q3 2026 in Review

Impact Partnership Wealth opened a new position in Amdocs (DOX) in Q3 2026: 4,259 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #406 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in DOX as recently as Q1 2026.

Impact Partnership Wealth first reported a position in DOX in Q3 2023 and has held it in 8 quarters since. The position peaked at $534K in Q1 2026. 225 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

Impact Partnership Wealth held 4,259 shares of Amdocs worth $244K as of Q3 2026.
Amdocs was a new Impact Partnership Wealth position in Q3 2026.
Amdocs made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #406 holding.
Impact Partnership Wealth first reported a position in Amdocs in Q3 2023 and has held it in 8 quarters since.
Impact Partnership Wealth's Amdocs position peaked at $534K in Q1 2026.
225 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.