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Intrepid Financial Planning Group’s Amdocs DOX Stock Holding History

Intrepid Financial Planning Group’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 		$336K Sell
5,150
-310
-6% -$22.7K 0.14% 100
2025
Q4 		$440K Sell
5,460
-116
-2% -$9.33K 0.17% 79
2025
Q3 		$458K Sell
5,576
-182
-3% -$15.8K 0.17% 81
2025
Q2 		$525K Sell
5,758
-17
-0.3% -$1.52K 0.22% 66
2025
Q1 		$528K Sell
5,775
-740
-11% -$64.6K 0.24% 63
2024
Q4 		$555K Sell
6,515
-265
-4% -$23.3K 0.23% 66
2024
Q3 		$593K Sell
6,780
-450
-6% -$37.9K 0.25% 64
2024
Q2 		$571K Sell
7,230
-7
-0.1% -$575 0.24% 63
2024
Q1 		$654K Buy
7,237
+7
+0.1% +$638 0.28% 57
2023
Q4 		$635K Hold
7,230
– – 0.3% 55
2023
Q3 		$611K Sell
7,230
-90
-1% -$8.13K 0.32% 55
2023
Q2 		$724K Sell
7,320
-8,809
-55% -$829K 0.35% 54
2023
Q1 		$1.55M Sell
16,129
-715
-4% -$66.2K 0.78% 37
2022
Q4 		$1.53M Sell
16,844
-1,687
-9% -$143K 0.83% 30
2022
Q3 		$1.47M Hold
18,531
– – 0.84% 31
2022
Q2 		$1.54M Buy
+18,531
New +$1.53M 0.85% 30

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Intrepid Financial Planning Group's DOX Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its Amdocs (DOX) stake by 5.7% in Q1 2026, selling an estimated $22.7K and leaving 5,150 shares worth $336K. The position accounts for 0.14% of the portfolio, ranked #100.

Intrepid Financial Planning Group first reported a position in DOX in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q1 2023. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Intrepid Financial Planning Group held 5,150 shares of Amdocs worth $336K as of Q1 2026.
  • Intrepid Financial Planning Group sold 310 Amdocs shares in Q1 2026, an estimated $22.7K.
  • Amdocs made up 0.14% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #100 holding.
  • Intrepid Financial Planning Group first reported a position in Amdocs in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's Amdocs position peaked at $1.55M in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.