NAM
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NorthCrest Asset Manangement’s Amdocs DOX Stock Holding History

NorthCrest Asset Manangement’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 		– Sell
-3,643
Closed -$242K – 943
2026
Q1 		$242K Buy
3,643
+133
+4% +$9.73K 0.01% 680
2025
Q4 		$284K Buy
+3,510
New +$282K 0.01% 697

Other funds holding DOX

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
DT
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

NorthCrest Asset Manangement's DOX Position: Q2 2026 in Review

NorthCrest Asset Manangement sold out of Amdocs (DOX) in Q2 2026, closing a stake of 3,643 shares — an estimated $242K sold.

NorthCrest Asset Manangement first reported a position in DOX in Q4 2025 and held it in 2 quarters. The position peaked at $284K in Q4 2025. 45 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • NorthCrest Asset Manangement reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 3,643 Amdocs shares in Q2 2026, an estimated $242K.
  • NorthCrest Asset Manangement first reported a position in Amdocs in Q4 2025 and held it in 2 quarters.
  • NorthCrest Asset Manangement's Amdocs position peaked at $284K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.