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Pinnacle Wealth Planning Services’s Amdocs DOX Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.63K Buy
151
+23
+18% +$1.41K ﹤0.01% 2173
2026
Q1 		$8.35K Buy
128
+3
+2% +$219 ﹤0.01% 2074
2025
Q4 		$10.1K Buy
+125
New +$10K ﹤0.01% 2008
2021
Q1 		– Sell
-114
Closed -$8K – 786
2020
Q4 		$8K Buy
+114
New +$7.16K ﹤0.01% 1461

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's DOX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Amdocs (DOX) stake by 18% in Q2 2026, buying an estimated $1.41K and bringing the position to 151 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Pinnacle Wealth Planning Services first reported a position in DOX in Q4 2020 and has held it in 4 quarters since. The position peaked at $10.1K in Q4 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 151 shares of Amdocs worth $7.63K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 23 Amdocs shares in Q2 2026, an estimated $1.41K.
  • Amdocs made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2173 holding.
  • Pinnacle Wealth Planning Services first reported a position in Amdocs in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Amdocs position peaked at $10.1K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.