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Moran Wealth Management’s Amdocs DOX Stock Holding History

Moran 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
Q1 		– Sell
-2,795
Closed -$225K – 502
2025
Q4 		$225K Sell
2,795
-2,236
-44% -$180K 0.01% 463
2025
Q3 		$413K Sell
5,031
-1,587
-24% -$138K 0.01% 429
2025
Q2 		$604K Sell
6,618
-75,219
-92% -$6.72M 0.02% 379
2025
Q1 		$7.49M Buy
81,837
+74,019
+947% +$6.46M 0.25% 123
2024
Q4 		$666K Buy
7,818
+270
+4% +$23.7K 0.02% 341
2024
Q3 		$660K Sell
7,548
-129
-2% -$10.9K 0.02% 348
2024
Q2 		$606K Buy
7,677
+789
+11% +$64.8K 0.02% 331
2024
Q1 		$622K Buy
6,888
+157
+2% +$14.3K 0.02% 319
2023
Q4 		$592K Sell
6,731
-570
-8% -$47.5K 0.02% 331
2023
Q3 		$617K Sell
7,301
-655
-8% -$59.2K 0.02% 297
2023
Q2 		$786K Buy
7,956
+706
+10% +$66.4K 0.03% 260
2023
Q1 		$696K Buy
7,250
+421
+6% +$39K 0.03% 278
2022
Q4 		$621K Buy
+6,829
New +$581K 0.02% 280

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

Moran Wealth Management's DOX Position: Q1 2026 in Review

Moran Wealth Management sold out of Amdocs (DOX) in Q1 2026, closing a stake of 2,795 shares — an estimated $225K sold.

Moran Wealth Management first reported a position in DOX in Q4 2022 and held it in 13 quarters. The position peaked at $7.49M in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Moran Wealth Management reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 2,795 Amdocs shares in Q1 2026, an estimated $225K.
  • Moran Wealth Management first reported a position in Amdocs in Q4 2022 and held it in 13 quarters.
  • Moran Wealth Management's Amdocs position peaked at $7.49M in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.