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Rialto Wealth Management’s Amdocs DOX Stock Holding History

Rialto Wealth Management’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 		$66 Sell
1
-7
-88% -$512 ﹤0.01% 1686
2025
Q4 		$645 Buy
8
+3
+60% +$241 ﹤0.01% 1152
2025
Q3 		$411 Sell
5
-1
-17% -$87 ﹤0.01% 1312
2025
Q2 		$548 Buy
+6
New +$536 ﹤0.01% 1107

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

Rialto Wealth Management's DOX Position: Q1 2026 in Review

Rialto Wealth Management reduced its Amdocs (DOX) stake by 88% in Q1 2026, selling an estimated $512 and leaving 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Rialto Wealth Management first reported a position in DOX in Q2 2025 and has held it in 4 quarters since. The position peaked at $645 in Q4 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Rialto Wealth Management held 1 share of Amdocs worth $66 as of Q1 2026.
  • Rialto Wealth Management sold 7 Amdocs shares in Q1 2026, an estimated $512.
  • Amdocs made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1686 holding.
  • Rialto Wealth Management first reported a position in Amdocs in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Amdocs position peaked at $645 in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.