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Operose Advisors’s Amdocs DOX Stock Holding History

Operose 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 		$8.16K Hold
125
– – ﹤0.01% 424
2025
Q4 		$10.1K Hold
125
– – ﹤0.01% 378
2025
Q3 		$10.3K Hold
125
– – ﹤0.01% 357
2025
Q2 		$11.4K Hold
125
– – ﹤0.01% 325
2025
Q1 		$11.4K Hold
125
– – ﹤0.01% 310
2024
Q4 		$10.6K Sell
125
-185
-60% -$16.2K ﹤0.01% 303
2024
Q3 		$27.1K Hold
310
– – 0.01% 361
2024
Q2 		$24.5K Hold
310
– – 0.01% 329
2024
Q1 		$28K Hold
310
– – 0.01% 330
2023
Q4 		$27.2K Hold
310
– – 0.01% 308
2023
Q3 		$26.2K Buy
310
+185
+148% +$16.7K 0.01% 424
2023
Q2 		$12.4K Hold
125
– – 0.01% 265
2023
Q1 		$12K Hold
125
– – 0.01% 259
2022
Q4 		$11.4K Buy
+125
New +$10.6K 0.01% 268

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

Operose Advisors's DOX Position: Q1 2026 in Review

Operose Advisors held its Amdocs (DOX) position steady in Q1 2026 at 125 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Operose Advisors first reported a position in DOX in Q4 2022 and has held it in 14 quarters since. The position peaked at $28K in Q1 2024. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Operose Advisors held 125 shares of Amdocs worth $8.16K as of Q1 2026.
  • Operose Advisors left its Amdocs share count unchanged in Q1 2026.
  • Amdocs made up ﹤0.01% of Operose Advisors's portfolio in Q1 2026, its #424 holding.
  • Operose Advisors first reported a position in Amdocs in Q4 2022 and has held it in 14 quarters since.
  • Operose Advisors's Amdocs position peaked at $28K in Q1 2024.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.