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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
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

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

Moran Wealth Management's DOX Position: Q2 2026 in Review

Moran Wealth Management opened a new position in Amdocs (DOX) in Q2 2026: 87,700 shares worth $4.43M. The stake represents 0.12% of the portfolio and ranks #227 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in DOX as recently as Q4 2025.

Moran Wealth Management first reported a position in DOX in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.49M in Q1 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Moran Wealth Management held 87,700 shares of Amdocs worth $4.43M as of Q2 2026.
  • Amdocs was a new Moran Wealth Management position in Q2 2026.
  • Amdocs made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Moran Wealth Management first reported a position in Amdocs in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Amdocs position peaked at $7.49M in Q1 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.