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NewEdge Advisors’s Amdocs DOX Stock Holding History

NewEdge Advisors’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 		$39.1K Sell
599
-10,677
-95% -$781K ﹤0.01% 2999
2025
Q4 		$908K Buy
11,276
+897
+9% +$72.1K ﹤0.01% 1553
2025
Q3 		$852K Sell
10,379
-945
-8% -$81.9K ﹤0.01% 1488
2025
Q2 		$1.03M Sell
11,324
-653
-5% -$58.4K 0.01% 1270
2025
Q1 		$1.1M Sell
11,977
-2,712
-18% -$237K 0.01% 1136
2024
Q4 		$1.25M Buy
14,689
+9,610
+189% +$843K 0.01% 1053
2024
Q3 		$444K Sell
5,079
-1,236
-20% -$104K ﹤0.01% 1542
2024
Q2 		$498K Buy
6,315
+6,009
+1,964% +$494K ﹤0.01% 1424
2024
Q1 		$27.6K Sell
306
-3,337
-92% -$304K ﹤0.01% 2509
2023
Q4 		$337K Buy
3,643
+338
+10% +$28.2K ﹤0.01% 1492
2023
Q3 		$279K Sell
3,305
-5,242
-61% -$473K ﹤0.01% 1466
2023
Q2 		$845K Buy
8,547
+487
+6% +$45.8K 0.01% 946
2023
Q1 		$774K Sell
8,060
-68
-0.8% -$6.29K 0.01% 903
2022
Q4 		$389K Sell
8,128
-2,594
-24% -$221K 0.01% 886
2022
Q3 		$851K Buy
10,722
+4,574
+74% +$387K 0.01% 711
2022
Q2 		$512K Buy
+6,148
New +$507K 0.01% 968
2022
Q1 		– Sell
-3,091
Closed -$231K – 1275
2021
Q4 		$231K Buy
+3,091
New +$232K ﹤0.01% 1454
2017
Q3 		– Sell
-92
Closed -$5.93K – 555
2017
Q2 		$5.93K Buy
+92
New +$5.81K ﹤0.01% 1108

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

NewEdge Advisors's DOX Position: Q1 2026 in Review

NewEdge Advisors reduced its Amdocs (DOX) stake by 95% in Q1 2026, selling an estimated $781K and leaving 599 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

NewEdge Advisors first reported a position in DOX in Q2 2017 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2024. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • NewEdge Advisors held 599 shares of Amdocs worth $39.1K as of Q1 2026.
  • NewEdge Advisors sold 10,677 Amdocs shares in Q1 2026, an estimated $781K.
  • Amdocs made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2999 holding.
  • NewEdge Advisors first reported a position in Amdocs in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Amdocs position peaked at $1.25M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.