OPS
DOX icon

Orion Portfolio Solutions’s Amdocs DOX Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$4.35M Sell
47,527
-2,992
-6% -$261K 0.04% 388
2024
Q4 		$4.3M Buy
50,519
+4,506
+10% +$395K 0.04% 374
2024
Q3 		$4.03M Buy
46,013
+5,097
+12% +$429K 0.04% 404
2024
Q2 		$3.23M Buy
40,916
+8,322
+26% +$684K 0.03% 439
2024
Q1 		$2.95M Buy
32,594
+1,451
+5% +$132K 0.03% 487
2023
Q4 		$2.78M Buy
31,143
+1,408
+5% +$117K 0.03% 478
2023
Q3 		$2.51M Buy
29,735
+4,432
+18% +$400K 0.03% 517
2023
Q2 		$2.5M Buy
25,303
+2,077
+9% +$195K 0.03% 550
2023
Q1 		$2.23M Buy
23,226
+19,684
+556% +$1.82M 0.03% 548
2022
Q4 		$322K Sell
3,542
-978
-22% -$83.2K 0.01% 644
2022
Q3 		$359K Buy
4,520
+1,890
+72% +$160K 0.01% 517
2022
Q2 		$219K Buy
+2,630
New +$217K 0.01% 632
2020
Q3 		– Sell
-59
Closed -$4K – 837
2020
Q2 		$4K Sell
59
-62
-51% -$3.83K ﹤0.01% 1538
2020
Q1 		$7K Buy
121
+85
+236% +$5.7K ﹤0.01% 1184
2019
Q4 		$3K Buy
+36
New +$2.45K ﹤0.01% 1395

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Orion Portfolio Solutions's DOX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Amdocs (DOX) stake by 5.9% in Q1 2025, selling an estimated $261K and leaving 47,527 shares worth $4.35M. The position accounts for 0.04% of the portfolio, ranked #388.

Orion Portfolio Solutions first reported a position in DOX in Q4 2019 and has held it in 15 quarters since. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Orion Portfolio Solutions held 47,527 shares of Amdocs worth $4.35M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,992 Amdocs shares in Q1 2025, an estimated $261K.
  • Amdocs made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #388 holding.
  • Orion Portfolio Solutions first reported a position in Amdocs in Q4 2019 and has held it in 15 quarters since.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.