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Physician Wealth Advisors’s Amdocs DOX Stock Holding History

Physician Wealth Advisors’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
Q4 		– Sell
-18
Closed -$1.48K – 2066
2025
Q3 		$1.48K Buy
+18
New +$1.56K ﹤0.01% 1351
2025
Q2 		– Sell
-10
Closed -$915 – 1861
2025
Q1 		$915 Hold
10
– – ﹤0.01% 1144
2024
Q4 		$852 Buy
+10
New +$878 ﹤0.01% 979

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Physician Wealth Advisors's DOX Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Amdocs (DOX) in Q4 2025, closing a stake of 18 shares — an estimated $1.48K sold.

Physician Wealth Advisors first reported a position in DOX in Q4 2024 and held it in 3 quarters. The position peaked at $1.48K in Q3 2025. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 18 Amdocs shares in Q4 2025, an estimated $1.48K.
  • Physician Wealth Advisors first reported a position in Amdocs in Q4 2024 and held it in 3 quarters.
  • Physician Wealth Advisors's Amdocs position peaked at $1.48K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.