Lido Advisors
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Lido Advisors’s Amdocs DOX Stock Holding History

Lido 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
Q1 		– Sell
-2,708
Closed -$224K – 1994
2025
Q4 		$224K Sell
2,708
-165
-6% -$13.3K ﹤0.01% 1713
2025
Q3 		$237K Buy
2,873
+509
+22% +$44.1K ﹤0.01% 1608
2025
Q2 		$217K Buy
+2,364
New +$211K ﹤0.01% 1490
2024
Q4 		– Sell
-2,295
Closed -$201K – 1522
2024
Q3 		$201K Buy
+2,295
New +$193K ﹤0.01% 1343
2024
Q2 		– Sell
-2,521
Closed -$229K – 1433
2024
Q1 		$229K Buy
2,521
+166
+7% +$15.1K ﹤0.01% 1216
2023
Q4 		$208K Sell
2,355
-2,059
-47% -$172K ﹤0.01% 1199
2023
Q3 		$373K Buy
4,414
+391
+10% +$35.3K ﹤0.01% 841
2023
Q2 		$398K Sell
4,023
-93
-2% -$8.75K ﹤0.01% 808
2023
Q1 		$395K Buy
+4,116
New +$381K ﹤0.01% 777

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

Lido Advisors's DOX Position: Q1 2026 in Review

Lido Advisors sold out of Amdocs (DOX) in Q1 2026, closing a stake of 2,708 shares — an estimated $224K sold.

Lido Advisors first reported a position in DOX in Q1 2023 and held it in 9 quarters. The position peaked at $398K in Q2 2023. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Lido Advisors reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 2,708 Amdocs shares in Q1 2026, an estimated $224K.
  • Lido Advisors first reported a position in Amdocs in Q1 2023 and held it in 9 quarters.
  • Lido Advisors's Amdocs position peaked at $398K in Q2 2023.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.