PWPS
DOX icon

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
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 $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's DOX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Amdocs (DOX) stake by 2.4% in Q1 2026, buying an estimated $219 and bringing the position to 128 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Pinnacle Wealth Planning Services first reported a position in DOX in Q4 2020 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 128 shares of Amdocs worth $8.35K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3 Amdocs shares in Q1 2026, an estimated $219.
  • Amdocs made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2074 holding.
  • Pinnacle Wealth Planning Services first reported a position in Amdocs in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Amdocs position peaked at $10.1K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.