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Navigoe Wealth Management’s Amdocs DOX Stock Holding History

Navigoe 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
-17
Closed -$1K – 231
2025
Q4 		$1K Hold
17
– – ﹤0.01% 231
2025
Q3 		$1K Buy
+17
New +$1.47K ﹤0.01% 229

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Navigoe Wealth Management sold out of Amdocs (DOX) in Q1 2026, closing a stake of 17 shares — an estimated $1K sold.

Navigoe Wealth Management first reported a position in DOX in Q3 2025 and held it in 2 quarters. The position peaked at $1K in Q4 2025. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Navigoe Wealth Management reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Navigoe Wealth Management sold 17 Amdocs shares in Q1 2026, an estimated $1K.
  • Navigoe Wealth Management first reported a position in Amdocs in Q3 2025 and held it in 2 quarters.
  • Navigoe Wealth Management's Amdocs position peaked at $1K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.