RWM
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Ritholtz Wealth Management’s Amdocs DOX Stock Holding History

Ritholtz 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 		$322K Sell
4,936
-6,135
-55% -$449K 0.01% 950
2025
Q4 		$891K Sell
11,071
-4,671
-30% -$376K 0.02% 558
2025
Q3 		$1.29M Sell
15,742
-1,683
-10% -$146K 0.03% 438
2025
Q2 		$1.59M Buy
17,425
+14,230
+445% +$1.27M 0.04% 350
2025
Q1 		$292K Buy
3,195
+507
+19% +$44.3K 0.01% 754
2024
Q4 		$229K Sell
2,688
-205
-7% -$18K 0.01% 783
2024
Q3 		$253K Sell
2,893
-55
-2% -$4.63K 0.01% 750
2024
Q2 		$233K Sell
2,948
-7,547
-72% -$620K 0.01% 726
2024
Q1 		$948K Sell
10,495
-1,635
-13% -$149K 0.03% 374
2023
Q4 		$1.07M Sell
12,130
-16,652
-58% -$1.39M 0.04% 298
2023
Q3 		$2.43M Sell
28,782
-5,077
-15% -$459K 0.11% 111
2023
Q2 		$3.35M Sell
33,859
-1,150
-3% -$108K 0.15% 88
2023
Q1 		$3.36M Buy
35,009
+7,287
+26% +$674K 0.17% 76
2022
Q4 		$2.52M Buy
27,722
+13,484
+95% +$1.15M 0.14% 104
2022
Q3 		$1.13M Buy
14,238
+9,880
+227% +$837K 0.06% 218
2022
Q2 		$363K Buy
+4,358
New +$359K 0.02% 382

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 $5.7T 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