PWP
DOX icon

Phillips Wealth Planners’s Amdocs DOX Stock Holding History

Phillips Wealth Planners’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
Q3 		– Sell
-2,256
Closed -$209K – 206
2025
Q2 		$209K Buy
+2,256
New +$202K 0.19% 182
2024
Q4 		– Sell
-2,272
Closed -$204K – 179
2024
Q3 		$204K Buy
+2,272
New +$191K 0.2% 190
2024
Q1 		– Sell
-2,233
Closed -$203K – 179
2023
Q4 		$203K Buy
+2,233
New +$186K 0.24% 151
2023
Q3 		– Sell
-2,417
Closed -$239K – 148
2023
Q2 		$239K Buy
+2,417
New +$227K 0.31% 121

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Phillips Wealth Planners's DOX Position: Q3 2025 in Review

Phillips Wealth Planners sold out of Amdocs (DOX) in Q3 2025, closing a stake of 2,256 shares — an estimated $209K sold.

Phillips Wealth Planners first reported a position in DOX in Q2 2023 and held it in 4 quarters. The position peaked at $239K in Q2 2023. 526 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

  • Phillips Wealth Planners reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,256 Amdocs shares in Q3 2025, an estimated $209K.
  • Phillips Wealth Planners first reported a position in Amdocs in Q2 2023 and held it in 4 quarters.
  • Phillips Wealth Planners's Amdocs position peaked at $239K in Q2 2023.
  • 526 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on Phillips Wealth Planners's 13F filing for Q3 2025, filed 7 Nov 2025.