Moran Wealth Management
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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
Q3 		$4.88M Sell
85,331
-2,369
-3% -$136K 0.13% 202
2026
Q2 		$4.43M Buy
+87,700
New +$5.38M 0.12% 227
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Moran Wealth Management's DOX Position: Q3 2026 in Review

Moran Wealth Management reduced its Amdocs (DOX) stake by 2.7% in Q3 2026, selling an estimated $136K and leaving 85,331 shares worth $4.88M. The position accounts for 0.13% of the portfolio, ranked #202.

Moran Wealth Management first reported a position in DOX in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.49M in Q1 2025. 73 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Moran Wealth Management held 85,331 shares of Amdocs worth $4.88M as of Q3 2026.
  • Moran Wealth Management sold 2,369 Amdocs shares in Q3 2026, an estimated $136K.
  • Amdocs made up 0.13% of Moran Wealth Management's portfolio in Q3 2026, its #202 holding.
  • Moran Wealth Management first reported a position in Amdocs in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Amdocs position peaked at $7.49M in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.