Institute for Wealth Management’s Amdocs DOX Stock Holding History

Institute for Wealth 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	$68.6K	Buy	+1,357	New	+$83.2K	0.01%	792

Other funds holding DOX

Pzena Investment Management New York $34.1B AUM 23.81% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Institute for Wealth Management's DOX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Amdocs (DOX) in Q2 2026: 1,357 shares worth $68.6K. The stake represents 0.01% of the portfolio and ranks #792 among its holdings.

216 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Institute for Wealth Management held 1,357 shares of Amdocs worth $68.6K as of Q2 2026.
Amdocs was a new Institute for Wealth Management position in Q2 2026.
Amdocs made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #792 holding.
216 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.