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 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 $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

Perigon Wealth Management's DOX Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Amdocs (DOX) in Q1 2026: 3,184 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in DOX as recently as Q4 2020.

Perigon Wealth Management first reported a position in DOX in Q3 2016 and has held it in 9 quarters since. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Perigon Wealth Management held 3,184 shares of Amdocs worth $208K as of Q1 2026.
Amdocs was a new Perigon Wealth Management position in Q1 2026.
Amdocs made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1205 holding.
Perigon Wealth Management first reported a position in Amdocs in Q3 2016 and has held it in 9 quarters since.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.