Plante Moran Financial Advisors’s Amdocs DOX Stock Holding History

Plante Moran Financial 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
2026 Q1	$1.63K	Buy	+25	New	+$1.83K	﹤0.01%	647
2025 Q1	–	Sell	-102	Closed	-$8.68K	–	833
2024 Q4	$8.68K	Buy	+102	New	+$8.95K	﹤0.01%	599
2022 Q4	–	Sell	-56	Closed	-$4K	–	888
2022 Q3	$4K	Hold	56	–	–	﹤0.01%	722
2022 Q2	$5K	Hold	56	–	–	﹤0.01%	706
2022 Q1	$5K	Hold	56	–	–	﹤0.01%	675
2021 Q4	$4K	Sell	56 -74	-57%	-$5.56K	﹤0.01%	844
2021 Q3	$10K	Hold	130	–	–	﹤0.01%	688
2021 Q2	$10K	Hold	130	–	–	﹤0.01%	676
2021 Q1	$9K	Hold	130	–	–	﹤0.01%	667
2020 Q4	$9K	Buy	130 +56	+76%	+$3.52K	﹤0.01%	639
2020 Q3	$4K	Hold	74	–	–	﹤0.01%	709
2020 Q2	$5K	Hold	74	–	–	﹤0.01%	590
2020 Q1	$4K	Hold	74	–	–	﹤0.01%	589
2019 Q4	$5K	Buy	+74	New	+$5.04K	﹤0.01%	610
2018 Q4	–	Sell	-64	Closed	-$4K	–	904
2018 Q3	$4K	Buy	+64	New	+$4.23K	﹤0.01%	606
2015 Q3	–	Sell	-25	Closed	-$1K	–	711
2015 Q2	$1K	Hold	25	–	–	﹤0.01%	696
2015 Q1	$1K	Hold	25	–	–	﹤0.01%	688
2014 Q4	$1K	Hold	25	–	–	﹤0.01%	776
2014 Q3	$1K	Hold	25	–	–	﹤0.01%	764
2014 Q2	$1K	Buy	+25	New	+$1.18K	﹤0.01%	790

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

Plante Moran Financial Advisors's DOX Position: Q1 2026 in Review

Plante Moran Financial Advisors opened a new position in Amdocs (DOX) in Q1 2026: 25 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in DOX as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in DOX in Q2 2014 and has held it in 20 quarters since. The position peaked at $10K in Q3 2021. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Plante Moran Financial Advisors held 25 shares of Amdocs worth $1.63K as of Q1 2026.
Amdocs was a new Plante Moran Financial Advisors position in Q1 2026.
Amdocs made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #647 holding.
Plante Moran Financial Advisors first reported a position in Amdocs in Q2 2014 and has held it in 20 quarters since.
Plante Moran Financial Advisors's Amdocs position peaked at $10K in Q3 2021.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.