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 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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Perigon Wealth Management's DOX Position: Q2 2026 in Review

Perigon Wealth Management sold out of Amdocs (DOX) in Q2 2026, closing a stake of 3,184 shares — an estimated $208K sold.

Perigon Wealth Management first reported a position in DOX in Q3 2016 and held it in 9 quarters. The position peaked at $208K in Q1 2026. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Perigon Wealth Management reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
Perigon Wealth Management sold 3,184 Amdocs shares in Q2 2026, an estimated $208K.
Perigon Wealth Management first reported a position in Amdocs in Q3 2016 and held it in 9 quarters.
Perigon Wealth Management's Amdocs position peaked at $208K in Q1 2026.
448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.