Kingsview Wealth Management’s Amdocs DOX Stock Holding History

Kingsview Wealth 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	$3.63M	Sell	71,823 -20,103	-22%	-$1.23M	0.04%	406
2026 Q1	$6M	Sell	91,926 -497	-0.5%	-$36.4K	0.08%	264
2025 Q4	$7.44M	Sell	92,423 -19,338	-17%	-$1.55M	0.11%	184
2025 Q3	$9.17M	Buy	+111,761	New	+$9.69M	0.14%	143
2025 Q2	–	Sell	-31,582	Closed	-$2.89M	–	1181
2025 Q1	$2.89M	Buy	+31,582	New	+$2.76M	0.05%	304
2022 Q4	–	Sell	-6,133	Closed	-$487K	–	856
2022 Q3	$487K	Buy	+6,133	New	+$520K	0.02%	510
2021 Q3	–	Sell	-10,191	Closed	-$805K	–	909
2021 Q2	$805K	Buy	+10,191	New	+$787K	0.04%	428

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

Kingsview Wealth Management's DOX Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Amdocs (DOX) stake by 22% in Q2 2026, selling an estimated $1.23M and leaving 71,823 shares worth $3.63M. The position accounts for 0.04% of the portfolio, ranked #406.

Kingsview Wealth Management first reported a position in DOX in Q2 2021 and has held it in 7 quarters since. The position peaked at $9.17M in Q3 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Kingsview Wealth Management held 71,823 shares of Amdocs worth $3.63M as of Q2 2026.
Kingsview Wealth Management sold 20,103 Amdocs shares in Q2 2026, an estimated $1.23M.
Amdocs made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #406 holding.
Kingsview Wealth Management first reported a position in Amdocs in Q2 2021 and has held it in 7 quarters since.
Kingsview Wealth Management's Amdocs position peaked at $9.17M in Q3 2025.
447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.