KAS
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Kestra Advisory Services’s Amdocs DOX Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,808
Closed -$146K – 3435
2025
Q4 		$146K Buy
+1,808
New +$145K ﹤0.01% 3147
2025
Q2 		– Sell
-2,470
Closed -$226K – 2866
2025
Q1 		$226K Sell
2,470
-322
-12% -$28.1K ﹤0.01% 2394
2024
Q4 		$238K Sell
2,792
-820
-23% -$72K ﹤0.01% 2389
2024
Q3 		$316K Buy
3,612
+655
+22% +$55.1K ﹤0.01% 2054
2024
Q2 		$233K Buy
2,957
+169
+6% +$13.9K ﹤0.01% 2295
2024
Q1 		$252K Buy
2,788
+240
+9% +$21.9K ﹤0.01% 2130
2023
Q4 		$224K Buy
2,548
+92
+4% +$7.67K ﹤0.01% 2034
2023
Q3 		$208K Buy
2,456
+82
+3% +$7.41K ﹤0.01% 1912
2023
Q2 		$235K Buy
2,374
+175
+8% +$16.5K ﹤0.01% 1811
2023
Q1 		$211K Sell
2,199
-2,886
-57% -$267K ﹤0.01% 1806
2022
Q4 		$462K Buy
+5,085
New +$433K ﹤0.01% 1456
2022
Q3 		– Sell
-3,463
Closed -$289K – 2135
2022
Q2 		$289K Buy
+3,463
New +$285K ﹤0.01% 1651

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

Kestra Advisory Services's DOX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Amdocs (DOX) in Q1 2026, closing a stake of 1,808 shares — an estimated $146K sold.

Kestra Advisory Services first reported a position in DOX in Q2 2022 and held it in 12 quarters. The position peaked at $462K in Q4 2022. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,808 Amdocs shares in Q1 2026, an estimated $146K.
  • Kestra Advisory Services first reported a position in Amdocs in Q2 2022 and held it in 12 quarters.
  • Kestra Advisory Services's Amdocs position peaked at $462K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.