SageView Advisory Group’s Amdocs DOX Stock Holding History

SageView Advisory 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 Q1	–	Sell	-75	Closed	-$6.04K	–	1081
2025 Q4	$6.04K	Buy	+75	New	+$6.03K	﹤0.01%	1905

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's DOX Position: Q1 2026 in Review

SageView Advisory Group sold out of Amdocs (DOX) in Q1 2026, closing a stake of 75 shares — an estimated $6.04K sold.

SageView Advisory Group first reported a position in DOX in Q4 2025 and held it in 1 quarter. The position peaked at $6.04K in Q4 2025. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

SageView Advisory Group reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 75 Amdocs shares in Q1 2026, an estimated $6.04K.
SageView Advisory Group first reported a position in Amdocs in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Amdocs position peaked at $6.04K in Q4 2025.
475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.