LPL Financial’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.97M | Buy |
197,238
+36,791
| +23% | +$2.26M | ﹤0.01% | 2149 |
|
|
2026
Q1 | $10.5M | Buy |
160,447
+46,730
| +41% | +$3.42M | ﹤0.01% | 1963 |
|
|
2025
Q4 | $9.16M | Sell |
113,717
-3,093
| -3% | -$249K | ﹤0.01% | 2014 |
|
|
2025
Q3 | $9.58M | Sell |
116,810
-47,876
| -29% | -$4.15M | ﹤0.01% | 1904 |
|
|
2025
Q2 | $15M | Buy |
164,686
+35,272
| +27% | +$3.15M | 0.01% | 1436 |
|
|
2025
Q1 | $11.8M | Buy |
129,414
+6,399
| +5% | +$559K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $10.5M | Buy |
123,015
+24,947
| +25% | +$2.19M | ﹤0.01% | 1511 |
|
|
2024
Q3 | $8.58M | Buy |
98,068
+6,053
| +7% | +$509K | ﹤0.01% | 1584 |
|
|
2024
Q2 | $7.26M | Buy |
92,015
+21,155
| +30% | +$1.74M | ﹤0.01% | 1577 |
|
|
2024
Q1 | $6.4M | Buy |
70,860
+2,981
| +4% | +$272K | ﹤0.01% | 1613 |
|
|
2023
Q4 | $5.97M | Buy |
67,879
+5,836
| +9% | +$486K | ﹤0.01% | 1571 |
|
|
2023
Q3 | $5.24M | Buy |
62,043
+10,372
| +20% | +$937K | ﹤0.01% | 1572 |
|
|
2023
Q2 | $5.11M | Buy |
51,671
+10,387
| +25% | +$977K | ﹤0.01% | 1549 |
|
|
2023
Q1 | $3.96M | Buy |
41,284
+2,211
| +6% | +$205K | ﹤0.01% | 1651 |
|
|
2022
Q4 | $3.55M | Sell |
39,073
-7,237
| -16% | -$616K | ﹤0.01% | 1665 |
|
|
2022
Q3 | $3.68M | Sell |
46,310
-6,317
| -12% | -$535K | ﹤0.01% | 1584 |
|
|
2022
Q2 | $4.38M | Buy |
52,627
+3,002
| +6% | +$247K | ﹤0.01% | 1496 |
|
|
2022
Q1 | $4.08M | Buy |
49,625
+3,776
| +8% | +$296K | ﹤0.01% | 1569 |
|
|
2021
Q4 | $3.43M | Buy |
45,849
+5,918
| +15% | +$444K | ﹤0.01% | 1703 |
|
|
2021
Q3 | $3.02M | Buy |
39,931
+6,101
| +18% | +$472K | ﹤0.01% | 1740 |
|
|
2021
Q2 | $2.62M | Buy |
33,830
+1,922
| +6% | +$148K | ﹤0.01% | 1775 |
|
|
2021
Q1 | $2.24M | Sell |
31,908
-2,413
| -7% | -$182K | ﹤0.01% | 1762 |
|
|
2020
Q4 | $2.43M | Buy |
34,321
+14,525
| +73% | +$912K | ﹤0.01% | 1548 |
|
|
2020
Q3 | $1.14M | Sell |
19,796
-187
| -0.9% | -$11.2K | ﹤0.01% | 1844 |
|
|
2020
Q2 | $1.22M | Buy |
19,983
+5,534
| +38% | +$342K | ﹤0.01% | 1686 |
|
|
2020
Q1 | $794K | Buy |
14,449
+9,190
| +175% | +$616K | ﹤0.01% | 1772 |
|
|
2019
Q4 | $380K | Buy |
5,259
+872
| +20% | +$59.4K | ﹤0.01% | 2589 |
|
|
2019
Q3 | $290K | Buy |
4,387
+702
| +19% | +$45.1K | ﹤0.01% | 2707 |
|
|
2019
Q2 | $229K | Buy |
+3,685
| New | +$213K | ﹤0.01% | 2925 |
|
|
2019
Q1 | – | Sell |
-7,863
| Closed | -$461K | – | 3200 |
|
|
2018
Q4 | $461K | Sell |
7,863
-389
| -5% | -$24.4K | ﹤0.01% | 2102 |
|
|
2018
Q3 | $544K | Sell |
8,252
-1,107
| -12% | -$73.2K | ﹤0.01% | 2165 |
|
|
2018
Q2 | $619K | Buy |
9,359
+63
| +0.7% | +$4.24K | ﹤0.01% | 2004 |
|
|
2018
Q1 | $620K | Sell |
9,296
-484
| -5% | -$32.6K | ﹤0.01% | 1964 |
|
|
2017
Q4 | $640K | Buy |
9,780
+1,233
| +14% | +$80K | ﹤0.01% | 1847 |
|
|
2017
Q3 | $550K | Sell |
8,547
-990
| -10% | -$63.9K | ﹤0.01% | 1870 |
|
|
2017
Q2 | $615K | Sell |
9,537
-1,121
| -11% | -$70.8K | ﹤0.01% | 1721 |
|
|
2017
Q1 | $650K | Buy |
+10,658
| New | +$641K | ﹤0.01% | 1572 |
|
|
2016
Q2 | – | Sell |
-5,148
| Closed | -$303K | – | 2699 |
|
|
2016
Q1 | $303K | Buy |
5,148
+1,206
| +31% | +$67.5K | ﹤0.01% | 2503 |
|
|
2015
Q4 | $213K | Sell |
3,942
-15,380
| -80% | -$882K | ﹤0.01% | 2776 |
|
|
2015
Q3 | $1.13M | Buy |
19,322
+6,745
| +54% | +$386K | 0.01% | 1167 |
|
|
2015
Q2 | $692K | Buy |
+12,577
| New | +$692K | ﹤0.01% | 1633 |
|
|
2014
Q3 | – | Sell |
-20,387
| Closed | -$945K | – | 2720 |
|
|
2014
Q2 | $945K | Buy |
20,387
+71
| +0.3% | +$3.34K | 0.01% | 1368 |
|
|
2014
Q1 | $944K | Buy |
+20,316
| New | +$888K | 0.01% | 1303 |
|
Other funds holding DOX
BGC
BIP
LPL Financial's DOX Position: Q2 2026 in Review
LPL Financial increased its Amdocs (DOX) stake by 23% in Q2 2026, buying an estimated $2.26M and bringing the position to 197,238 shares worth $9.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2149.
LPL Financial first reported a position in DOX in Q1 2014 and has held it in 43 quarters since. The position peaked at $15M in Q2 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.
- LPL Financial held 197,238 shares of Amdocs worth $9.97M as of Q2 2026.
- LPL Financial bought 36,791 Amdocs shares in Q2 2026, an estimated $2.26M.
- Amdocs made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2149 holding.
- LPL Financial first reported a position in Amdocs in Q1 2014 and has held it in 43 quarters since.
- LPL Financial's Amdocs position peaked at $15M in Q2 2025.
- 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.