JWCA
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J.W. Cole Advisors’s Amdocs DOX Stock Holding History

J.W. Cole Advisors’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
2025
Q3 		– Sell
-8,256
Closed -$753K – 1562
2025
Q2 		$753K Buy
8,256
+1,290
+19% +$115K 0.02% 776
2025
Q1 		$637K Buy
+6,966
New +$608K 0.02% 695

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

J.W. Cole Advisors's DOX Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Amdocs (DOX) in Q3 2025, closing a stake of 8,256 shares — an estimated $753K sold.

J.W. Cole Advisors first reported a position in DOX in Q1 2025 and held it in 2 quarters. The position peaked at $753K in Q2 2025. 526 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 8,256 Amdocs shares in Q3 2025, an estimated $753K.
  • J.W. Cole Advisors first reported a position in Amdocs in Q1 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Amdocs position peaked at $753K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.