Key Financial Inc’s Amdocs DOX Stock Holding History

Key Financial Inc’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	-8	Closed	-$644	–	1409
2025 Q4	$644	Hold	8	–	–	﹤0.01%	1302
2025 Q3	$650	Buy	+8	New	+$693	﹤0.01%	1315

Other funds holding DOX

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Key Financial Inc's DOX Position: Q1 2026 in Review

Key Financial Inc sold out of Amdocs (DOX) in Q1 2026, closing a stake of 8 shares — an estimated $644 sold.

Key Financial Inc first reported a position in DOX in Q3 2025 and held it in 2 quarters. The position peaked at $650 in Q3 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Key Financial Inc reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 8 Amdocs shares in Q1 2026, an estimated $644.
Key Financial Inc first reported a position in Amdocs in Q3 2025 and held it in 2 quarters.
Key Financial Inc's Amdocs position peaked at $650 in Q3 2025.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.