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Kestra Investment Management’s Amdocs DOX Stock Holding History

Kestra Investment Management’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 		$210K Buy
+4,152
New +$255K ﹤0.01% 504
2025
Q2 		– Sell
-486
Closed -$44.5K – 798
2025
Q1 		$44.5K Buy
+486
New +$42.4K ﹤0.01% 482

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

Kestra Investment Management's DOX Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Amdocs (DOX) in Q2 2026: 4,152 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in DOX as recently as Q1 2025.

Kestra Investment Management first reported a position in DOX in Q1 2025 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Kestra Investment Management held 4,152 shares of Amdocs worth $210K as of Q2 2026.
  • Amdocs was a new Kestra Investment Management position in Q2 2026.
  • Amdocs made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #504 holding.
  • Kestra Investment Management first reported a position in Amdocs in Q1 2025 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.