Principia Wealth Advisory’s Amdocs DOX Stock Holding History

Principia Wealth Advisory’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	–	Sell	-17	Closed	-$1.11K	–	1072
2026 Q1	$1.11K	Buy	17 +16	+1,600%	+$1.17K	﹤0.01%	682
2025 Q4	$81	Sell	1 -5	-83%	-$402	﹤0.01%	984
2025 Q3	$492	Buy	6 +3	+100%	+$260	﹤0.01%	801
2025 Q2	$274	Hold	3	–	–	﹤0.01%	860
2025 Q1	$256	Hold	3	–	–	﹤0.01%	736
2024 Q4	$255	Buy	+3	New	+$263	﹤0.01%	692

Other funds holding DOX

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Principia Wealth Advisory's DOX Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Amdocs (DOX) in Q2 2026, closing a stake of 17 shares — an estimated $1.11K sold.

Principia Wealth Advisory first reported a position in DOX in Q4 2024 and held it in 6 quarters. The position peaked at $1.11K in Q1 2026. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Principia Wealth Advisory reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
Principia Wealth Advisory sold 17 Amdocs shares in Q2 2026, an estimated $1.11K.
Principia Wealth Advisory first reported a position in Amdocs in Q4 2024 and held it in 6 quarters.
Principia Wealth Advisory's Amdocs position peaked at $1.11K in Q1 2026.
447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.