Perigon Wealth Management
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Perigon Wealth Management’s Amdocs DOX Stock Holding History

Perigon Wealth Management’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
Q3 		$239K Buy
+4,181
New +$240K ﹤0.01% 1280
2026
Q2 		– Sell
-3,184
Closed -$208K – 1453
2026
Q1 		$208K Buy
+3,184
New +$233K ﹤0.01% 1205
2021
Q1 		– Sell
-517
Closed -$37K – 626
2020
Q4 		$37K Buy
+517
New +$32.5K ﹤0.01% 838
2018
Q2 		– Sell
-475
Closed -$32K – 326
2018
Q1 		$32K Hold
475
– – 0.01% 374
2017
Q4 		$31K Buy
475
+255
+116% +$16.6K 0.01% 353
2017
Q3 		$14K Hold
220
– – ﹤0.01% 477
2017
Q2 		$14K Hold
220
– – ﹤0.01% 471
2017
Q1 		$13K Hold
220
– – ﹤0.01% 500
2016
Q4 		$14K Hold
220
– – ﹤0.01% 516
2016
Q3 		$13K Buy
+220
New +$13K ﹤0.01% 452

Other funds holding DOX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Perigon Wealth Management's DOX Position: Q3 2026 in Review

Perigon Wealth Management opened a new position in Amdocs (DOX) in Q3 2026: 4,181 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1280 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in DOX as recently as Q1 2026.

Perigon Wealth Management first reported a position in DOX in Q3 2016 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Perigon Wealth Management held 4,181 shares of Amdocs worth $239K as of Q3 2026.
  • Amdocs was a new Perigon Wealth Management position in Q3 2026.
  • Amdocs made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1280 holding.
  • Perigon Wealth Management first reported a position in Amdocs in Q3 2016 and has held it in 10 quarters since.
  • 83 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.