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Intentional Wealth Strategies’s Amdocs DOX Stock Holding History

Intentional Wealth Strategies’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
-37
Closed -$2.42K – 299
2026
Q1 		$2.42K Buy
+37
New +$2.71K ﹤0.01% 626

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

Intentional Wealth Strategies's DOX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Amdocs (DOX) in Q2 2026, closing a stake of 37 shares — an estimated $2.42K sold.

Intentional Wealth Strategies first reported a position in DOX in Q1 2026 and held it in 1 quarter. The position peaked at $2.42K in Q1 2026. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 37 Amdocs shares in Q2 2026, an estimated $2.42K.
  • Intentional Wealth Strategies first reported a position in Amdocs in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Amdocs position peaked at $2.42K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

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