OneDigital Investment Advisors’s Amdocs DOX Stock Holding History

OneDigital Investment 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	–	Sell	-3,083	Closed	-$248K	–	1499
2025 Q4	$248K	Sell	3,083 -359	-10%	-$28.9K	﹤0.01%	1322
2025 Q3	$282K	Sell	3,442 -88	-2%	-$7.63K	﹤0.01%	1214
2025 Q2	$322K	Buy	3,530 +504	+17%	+$45.1K	﹤0.01%	1122
2025 Q1	$277K	Buy	3,026 +521	+21%	+$45.5K	﹤0.01%	1150
2024 Q4	$213K	Sell	2,505 -42	-2%	-$3.69K	﹤0.01%	1301
2024 Q3	$223K	Buy	+2,547	New	+$214K	﹤0.01%	1308
2019 Q3	–	Sell	-340	Closed	-$21K	–	696
2019 Q2	$21K	Sell	340 -15	-4%	-$866	﹤0.01%	790
2019 Q1	$19K	Buy	355 +38	+12%	+$2.14K	﹤0.01%	744
2018 Q4	$19K	Buy	+317	New	+$19.9K	﹤0.01%	701
2018 Q3	–	Sell	-30	Closed	-$2K	–	1072
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	1255
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	1247
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	1167
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	974
2017 Q2	$2K	Buy	+30	New	+$1.89K	﹤0.01%	1150

Other funds holding DOX

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

OneDigital Investment Advisors's DOX Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Amdocs (DOX) in Q1 2026, closing a stake of 3,083 shares — an estimated $248K sold.

OneDigital Investment Advisors first reported a position in DOX in Q2 2017 and held it in 14 quarters. The position peaked at $322K in Q2 2025. 474 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

OneDigital Investment Advisors reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 3,083 Amdocs shares in Q1 2026, an estimated $248K.
OneDigital Investment Advisors first reported a position in Amdocs in Q2 2017 and held it in 14 quarters.
OneDigital Investment Advisors's Amdocs position peaked at $322K in Q2 2025.
474 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.