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 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 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

Private Wealth Management Group's DOX Position: Q2 2026 in Review

Private Wealth Management Group increased its Amdocs (DOX) stake by 260% in Q2 2026, buying an estimated $2.39K and bringing the position to 54 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Private Wealth Management Group first reported a position in DOX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16K in Q1 2024. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Private Wealth Management Group held 54 shares of Amdocs worth $2.73K as of Q2 2026.
Private Wealth Management Group bought 39 Amdocs shares in Q2 2026, an estimated $2.39K.
Amdocs made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1058 holding.
Private Wealth Management Group first reported a position in Amdocs in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Amdocs position peaked at $3.16K in Q1 2024.
448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.