IWC
DOX icon

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
Q2 		– Sell
-5,462
Closed -$356K – 2443
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
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Integrated Wealth Concepts's DOX Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Amdocs (DOX) in Q2 2026, closing a stake of 5,462 shares — an estimated $356K sold.

Integrated Wealth Concepts first reported a position in DOX in Q2 2023 and held it in 11 quarters. The position peaked at $4.55M in Q1 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,462 Amdocs shares in Q2 2026, an estimated $356K.
  • Integrated Wealth Concepts first reported a position in Amdocs in Q2 2023 and held it in 11 quarters.
  • Integrated Wealth Concepts's Amdocs position peaked at $4.55M in Q1 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.