Private Wealth Management Group’s Amdocs DOX Stock Holding History

Private Wealth Management Group’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 Q3	$858	Sell	15 -39	-72%	-$2.24K	﹤0.01%	1357
2026 Q2	$2.73K	Buy	54 +39	+260%	+$2.39K	﹤0.01%	1058
2026 Q1	$979	Sell	15 -7	-32%	-$512	﹤0.01%	1251
2025 Q4	$1.77K	Sell	22 -4	-15%	-$322	﹤0.01%	1123
2025 Q3	$2.13K	Hold	26	–	–	﹤0.01%	1095
2025 Q2	$2.37K	Hold	26	–	–	﹤0.01%	1033
2025 Q1	$2.38K	Sell	26 -9	-26%	-$786	﹤0.01%	996
2024 Q4	$2.98K	Hold	35	–	–	﹤0.01%	943
2024 Q3	$3.06K	Hold	35	–	–	﹤0.01%	912
2024 Q2	$2.76K	Hold	35	–	–	﹤0.01%	935
2024 Q1	$3.16K	Hold	35	–	–	﹤0.01%	790
2023 Q4	$3.08K	Buy	+35	New	+$2.92K	﹤0.01%	795

Other funds holding DOX

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Private Wealth Management Group's DOX Position: Q3 2026 in Review

Private Wealth Management Group reduced its Amdocs (DOX) stake by 72% in Q3 2026, selling an estimated $2.24K and leaving 15 shares worth $858. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Private Wealth Management Group first reported a position in DOX in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.16K in Q1 2024. 359 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

Private Wealth Management Group held 15 shares of Amdocs worth $858 as of Q3 2026.
Private Wealth Management Group sold 39 Amdocs shares in Q3 2026, an estimated $2.24K.
Amdocs made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1357 holding.
Private Wealth Management Group first reported a position in Amdocs in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Amdocs position peaked at $3.16K in Q1 2024.
359 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.