MPWT
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MassMutual Private Wealth & Trust’s Amdocs DOX Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.55K Sell
90
-188
-68% -$11.5K ﹤0.01% 1719
2026
Q1 		$18.1K Buy
278
+138
+99% +$10.1K ﹤0.01% 1122
2025
Q4 		$11.3K Hold
140
– – ﹤0.01% 1330
2025
Q3 		$11.5K Buy
140
+35
+33% +$3.03K ﹤0.01% 1339
2025
Q2 		$9.58K Buy
105
+7
+7% +$626 ﹤0.01% 1379
2025
Q1 		$8.97K Buy
98
+22
+29% +$1.92K ﹤0.01% 1344
2024
Q4 		$6.47K Buy
76
+7
+10% +$614 ﹤0.01% 1430
2024
Q3 		$6.04K Buy
69
+51
+283% +$4.29K ﹤0.01% 1306
2024
Q2 		$1.42K Buy
+18
New +$1.48K ﹤0.01% 1741
2023
Q4 		– Sell
-29
Closed -$2.45K – 1986
2023
Q3 		$2.45K Buy
+29
New +$2.62K ﹤0.01% 1450
2022
Q3 		– Sell
-4
Closed – – 1660
2022
Q2 		$0 Buy
+4
New +$330 ﹤0.01% 1564
2021
Q2 		– Sell
-6
Closed – – 1230
2021
Q1 		$0 Buy
+6
New +$453 ﹤0.01% 1120
2020
Q3 		– Sell
-15
Closed -$1K – 745
2020
Q2 		$1K Buy
+15
New +$927 ﹤0.01% 684
2019
Q4 		– Sell
-69
Closed -$5K – 805
2019
Q3 		$5K Buy
+69
New +$4.43K ﹤0.01% 679
2016
Q2 		– Sell
-32
Closed -$1.83K – 850
2016
Q1 		$1.93K Hold
32
– – ﹤0.01% 704
2015
Q4 		$1.75K Buy
+32
New +$1.83K ﹤0.01% 669
2014
Q2 		– Sell
-45
Closed -$2.09K – 553
2014
Q1 		$2.09K Buy
+45
New +$1.97K ﹤0.01% 508

Other funds holding DOX

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MassMutual Private Wealth & Trust's DOX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Amdocs (DOX) stake by 68% in Q2 2026, selling an estimated $11.5K and leaving 90 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

MassMutual Private Wealth & Trust first reported a position in DOX in Q1 2014 and has held it in 17 quarters since. The position peaked at $18.1K in Q1 2026. 44 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 90 shares of Amdocs worth $4.55K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 188 Amdocs shares in Q2 2026, an estimated $11.5K.
  • Amdocs made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1719 holding.
  • MassMutual Private Wealth & Trust first reported a position in Amdocs in Q1 2014 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Amdocs position peaked at $18.1K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.