JFS Wealth Advisors’s Amdocs DOX Stock Holding History

JFS Wealth 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
2026 Q2	$1.43K	Sell	28 -13	-32%	-$797	﹤0.01%	1712
2026 Q1	$2.69K	Sell	41 -73	-64%	-$5.34K	﹤0.01%	1423
2025 Q4	$9.2K	Buy	114 +19	+20%	+$1.53K	﹤0.01%	1010
2025 Q3	$7.79K	Sell	95 -1	-1%	-$87	﹤0.01%	973
2025 Q2	$8.76K	Buy	96 +6	+7%	+$536	﹤0.01%	906
2025 Q1	$8.23K	Buy	90 +9	+11%	+$786	﹤0.01%	943
2024 Q4	$6.9K	Hold	81	–	–	﹤0.01%	989
2024 Q3	$7.09K	Sell	81 -14	-15%	-$1.18K	﹤0.01%	983
2024 Q2	$7.5K	Sell	95 -2	-2%	-$164	﹤0.01%	886
2024 Q1	$8.77K	Hold	97	–	–	﹤0.01%	868
2023 Q4	$8.53K	Sell	97 -6	-6%	-$500	﹤0.01%	830
2023 Q3	$8.7K	Hold	103	–	–	﹤0.01%	777
2023 Q2	$10.2K	Hold	103	–	–	﹤0.01%	725
2023 Q1	$9.89K	Sell	103 -5	-5%	-$463	﹤0.01%	726
2022 Q4	$9.82K	Sell	108 -63	-37%	-$5.36K	﹤0.01%	719
2022 Q3	$14K	Sell	171 -289	-63%	-$24.5K	﹤0.01%	637
2022 Q2	$38K	Buy	460 +35	+8%	+$2.88K	﹤0.01%	445
2022 Q1	$35K	Buy	425 +156	+58%	+$12.2K	﹤0.01%	489
2021 Q4	$20K	Buy	269 +26	+11%	+$1.95K	﹤0.01%	565
2021 Q3	$18K	Hold	243	–	–	﹤0.01%	556
2021 Q2	$19K	Sell	243 -24	-9%	-$1.85K	﹤0.01%	374
2021 Q1	$19K	Hold	267	–	–	﹤0.01%	344
2020 Q4	$19K	Buy	+267	New	+$16.8K	﹤0.01%	335
2016 Q2	–	Sell	-14	Closed	-$1K	–	527
2016 Q1	$1K	Buy	+14	New	+$784	﹤0.01%	564

Other funds holding DOX

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JFS Wealth Advisors's DOX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Amdocs (DOX) stake by 32% in Q2 2026, selling an estimated $797 and leaving 28 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

JFS Wealth Advisors first reported a position in DOX in Q1 2016 and has held it in 24 quarters since. The position peaked at $38K in Q2 2022. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

JFS Wealth Advisors held 28 shares of Amdocs worth $1.43K as of Q2 2026.
JFS Wealth Advisors sold 13 Amdocs shares in Q2 2026, an estimated $797.
Amdocs made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1712 holding.
JFS Wealth Advisors first reported a position in Amdocs in Q1 2016 and has held it in 24 quarters since.
JFS Wealth Advisors's Amdocs position peaked at $38K in Q2 2022.
447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.