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Marks Group Wealth Management’s Amdocs DOX Stock Holding History

Marks Group 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 		$2.72M Sell
53,899
-22,776
-30% -$1.4M 0.24% 110
2026
Q1 		$5M Sell
76,675
-4,562
-6% -$334K 0.48% 83
2025
Q4 		$6.54M Sell
81,237
-9,043
-10% -$727K 0.63% 59
2025
Q3 		$7.41M Sell
90,280
-2,205
-2% -$191K 0.69% 69
2025
Q2 		$8.44M Sell
92,485
-1,511
-2% -$135K 0.78% 56
2025
Q1 		$8.6M Buy
93,996
+3,164
+3% +$276K 0.83% 46
2024
Q4 		$7.73M Sell
90,832
-3,369
-4% -$296K 0.76% 58
2024
Q3 		$8.24M Buy
94,201
+1,619
+2% +$136K 0.79% 62
2024
Q2 		$7.31M Buy
92,582
+16,952
+22% +$1.39M 0.77% 61
2024
Q1 		$6.83M Buy
75,630
+555
+0.7% +$50.6K 0.71% 65
2023
Q4 		$6.6M Buy
75,075
+915
+1% +$76.2K 0.75% 60
2023
Q3 		$6.27M Buy
74,160
+436
+0.6% +$39.4K 0.78% 53
2023
Q2 		$7.29M Buy
73,724
+684
+0.9% +$64.4K 0.87% 40
2023
Q1 		$7.01M Buy
73,040
+106
+0.1% +$9.81K 0.9% 32
2022
Q4 		$6.63M Buy
72,934
+253
+0.3% +$21.5K 0.91% 29
2022
Q3 		$5.78M Buy
72,681
+1,680
+2% +$142K 0.88% 38
2022
Q2 		$5.92M Sell
71,001
-14,197
-17% -$1.17M 0.85% 31
2022
Q1 		$7M Buy
85,198
+5,020
+6% +$393K 0.88% 29
2021
Q4 		$5.99M Buy
80,178
+7,508
+10% +$564K 0.73% 54
2021
Q3 		$5.51M Buy
72,670
+339
+0.5% +$26.2K 0.75% 54
2021
Q2 		$5.59M Sell
72,331
-13
-0% -$1K 0.77% 52
2021
Q1 		$5.07M Sell
72,344
-4,255
-6% -$321K 0.75% 60
2020
Q4 		$5.43M Buy
76,599
+83
+0.1% +$5.21K 0.85% 35
2020
Q3 		$4.39M Buy
76,516
+46,263
+153% +$2.77M 0.79% 56
2020
Q2 		$1.83M Buy
+30,253
New +$1.87M 0.37% 105

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

Marks Group Wealth Management's DOX Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Amdocs (DOX) stake by 30% in Q2 2026, selling an estimated $1.4M and leaving 53,899 shares worth $2.72M. The position accounts for 0.24% of the portfolio, ranked #110.

Marks Group Wealth Management first reported a position in DOX in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.6M in Q1 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Marks Group Wealth Management held 53,899 shares of Amdocs worth $2.72M as of Q2 2026.
  • Marks Group Wealth Management sold 22,776 Amdocs shares in Q2 2026, an estimated $1.4M.
  • Amdocs made up 0.24% of Marks Group Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Marks Group Wealth Management first reported a position in Amdocs in Q2 2020 and has held it in 25 quarters since.
  • Marks Group Wealth Management's Amdocs position peaked at $8.6M in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.