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Rothschild Investment LLC’s Amdocs DOX Stock Holding History

Rothschild Investment LLC’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 		$2.81K Sell
43
-43
-50% -$3.15K ﹤0.01% 2375
2025
Q4 		$6.92K Sell
86
-47
-35% -$3.78K ﹤0.01% 1726
2025
Q3 		$10.9K Buy
133
+118
+787% +$10.2K ﹤0.01% 1410
2025
Q2 		$1.37K Buy
15
+5
+50% +$447 ﹤0.01% 2290
2025
Q1 		$915 Buy
10
+5
+100% +$436 ﹤0.01% 2392
2024
Q4 		$426 Hold
5
– – ﹤0.01% 2592
2024
Q3 		$437 Buy
+5
New +$421 ﹤0.01% 2498

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

Rothschild Investment LLC's DOX Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Amdocs (DOX) stake by 50% in Q1 2026, selling an estimated $3.15K and leaving 43 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Rothschild Investment LLC first reported a position in DOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.9K in Q3 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Rothschild Investment LLC held 43 shares of Amdocs worth $2.81K as of Q1 2026.
  • Rothschild Investment LLC sold 43 Amdocs shares in Q1 2026, an estimated $3.15K.
  • Amdocs made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2375 holding.
  • Rothschild Investment LLC first reported a position in Amdocs in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Amdocs position peaked at $10.9K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.