Morningstar Investment Management’s Amdocs DOX Stock Holding History

Morningstar Investment 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	$403K	Hold	6,182	–	–	0.02%	282
2026 Q1	$403K	Buy	+6,182	New	+$452K	0.03%	280
2025 Q3	–	Sell	-2,827	Closed	-$258K	–	491
2025 Q2	$258K	Buy	+2,827	New	+$253K	0.02%	175
2025 Q1	–	Sell	-3,046	Closed	-$259K	–	116
2024 Q4	$259K	Hold	3,046	–	–	0.02%	179
2024 Q3	$272K	Sell	3,046 -80	-3%	-$6.73K	0.03%	173
2024 Q2	$247K	Hold	3,126	–	–	0.03%	169
2024 Q1	$282K	Hold	3,126	–	–	0.03%	162
2023 Q4	$275K	Sell	3,126 -61	-2%	-$5.08K	0.03%	161
2023 Q3	$269K	Hold	3,187	–	–	0.04%	134
2023 Q2	$315K	Buy	+3,187	New	+$300K	0.04%	125

Other funds holding DOX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Morningstar Investment Management's DOX Position: Q2 2026 in Review

Morningstar Investment Management held its Amdocs (DOX) position steady in Q2 2026 at 6,182 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #282.

Morningstar Investment Management first reported a position in DOX in Q2 2023 and has held it in 10 quarters since. 119 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Morningstar Investment Management held 6,182 shares of Amdocs worth $403K as of Q2 2026.
Morningstar Investment Management left its Amdocs share count unchanged in Q2 2026.
Amdocs made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #282 holding.
Morningstar Investment Management first reported a position in Amdocs in Q2 2023 and has held it in 10 quarters since.
119 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.