Integrated Wealth Concepts’s Amdocs DOX Stock Holding History

Integrated Wealth Concepts’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	$356K	Buy	+5,462	New	+$400K	﹤0.01%	1753
2025 Q4	–	Sell	-5,460	Closed	-$448K	–	1735
2025 Q3	$448K	Sell	5,460 -37,666	-87%	-$3.26M	﹤0.01%	1415
2025 Q2	$3.93M	Sell	43,126 -6,620	-13%	-$592K	0.04%	393
2025 Q1	$4.55M	Buy	49,746 +32,354	+186%	+$2.82M	0.05%	339
2024 Q4	$1.48M	Sell	17,392 -1,987	-10%	-$174K	0.02%	659
2024 Q3	$1.7M	Buy	19,379 +8,439	+77%	+$710K	0.02%	592
2024 Q2	$863K	Buy	10,940 +941	+9%	+$77.3K	0.01%	825
2024 Q1	$904K	Buy	9,999 +1,106	+12%	+$101K	0.01%	797
2023 Q4	$782K	Buy	8,893 +198	+2%	+$16.5K	0.01%	814
2023 Q3	$735K	Buy	8,695 +4,207	+94%	+$380K	0.01%	821
2023 Q2	$444K	Buy	+4,488	New	+$422K	0.01%	1040

Other funds holding DOX

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Integrated Wealth Concepts's DOX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Amdocs (DOX) in Q1 2026: 5,462 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DOX as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in DOX in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.55M in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Integrated Wealth Concepts held 5,462 shares of Amdocs worth $356K as of Q1 2026.
Amdocs was a new Integrated Wealth Concepts position in Q1 2026.
Amdocs made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1753 holding.
Integrated Wealth Concepts first reported a position in Amdocs in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Amdocs position peaked at $4.55M in Q1 2025.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.