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Sageworth Trust’s Amdocs DOX Stock Holding History

Sageworth Trust’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
2025
Q4 		– Sell
-5,465
Closed -$448K – 177
2025
Q3 		$448K Buy
+5,465
New +$474K 0.02% 164
2023
Q1 		– Sell
-35
Closed -$3K – 510
2022
Q4 		$3K Buy
+35
New +$2.98K ﹤0.01% 305
2018
Q4 		– Sell
-268
Closed -$18K – 190
2018
Q3 		$18K Hold
268
– – ﹤0.01% 128
2018
Q2 		$18K Hold
268
– – ﹤0.01% 86
2018
Q1 		$18K Hold
268
– – ﹤0.01% 53
2017
Q4 		$18K Hold
268
– – ﹤0.01% 49
2017
Q3 		$17K Hold
268
– – ﹤0.01% 49
2017
Q2 		$17K Hold
268
– – ﹤0.01% 98
2017
Q1 		$16K Hold
268
– – ﹤0.01% 63
2016
Q4 		$16K Buy
+268
New +$15.8K ﹤0.01% 44

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Sageworth Trust's DOX Position: Q4 2025 in Review

Sageworth Trust sold out of Amdocs (DOX) in Q4 2025, closing a stake of 5,465 shares — an estimated $448K sold.

Sageworth Trust first reported a position in DOX in Q4 2016 and held it in 10 quarters. The position peaked at $448K in Q3 2025. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

  • Sageworth Trust reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
  • Sageworth Trust sold 5,465 Amdocs shares in Q4 2025, an estimated $448K.
  • Sageworth Trust first reported a position in Amdocs in Q4 2016 and held it in 10 quarters.
  • Sageworth Trust's Amdocs position peaked at $448K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.