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National Wealth Management Group’s Amdocs DOX Stock Holding History

National Wealth Management Group’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
2025
Q4 		– Sell
-4,702
Closed -$386K – 256
2025
Q3 		$386K Buy
+4,702
New +$408K 0.15% 158

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

National Wealth Management Group's DOX Position: Q4 2025 in Review

National Wealth Management Group sold out of Amdocs (DOX) in Q4 2025, closing a stake of 4,702 shares — an estimated $386K sold.

National Wealth Management Group first reported a position in DOX in Q3 2025 and held it in 1 quarter. The position peaked at $386K in Q3 2025. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

  • National Wealth Management Group reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 4,702 Amdocs shares in Q4 2025, an estimated $386K.
  • National Wealth Management Group first reported a position in Amdocs in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's Amdocs position peaked at $386K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.