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Sequoia Financial Advisors’s Amdocs DOX Stock Holding History

Sequoia Financial Advisors’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
Q2 		$292K Sell
5,771
-672
-10% -$41.2K ﹤0.01% 1694
2026
Q1 		$420K Buy
6,443
+218
+4% +$15.9K ﹤0.01% 1374
2025
Q4 		$501K Sell
6,225
-5,347
-46% -$430K ﹤0.01% 1281
2025
Q3 		$949K Buy
11,572
+2,641
+30% +$229K 0.01% 806
2025
Q2 		$815K Buy
+8,931
New +$798K 0.01% 777
2018
Q4 		– Sell
-66,554
Closed -$4.39M – 304
2018
Q3 		$4.39M Buy
66,554
+1,974
+3% +$131K 0.44% 42
2018
Q2 		$4.28M Buy
64,580
+2,124
+3% +$143K 0.46% 43
2018
Q1 		$4.17M Buy
62,456
+1,976
+3% +$133K 0.44% 45
2017
Q4 		$3.96M Buy
60,480
+3,047
+5% +$198K 0.42% 50
2017
Q3 		$3.69M Buy
57,433
+3,351
+6% +$216K 0.44% 49
2017
Q2 		$3.49M Buy
54,082
+2,128
+4% +$134K 0.43% 52
2017
Q1 		$3.17M Buy
51,954
+2,561
+5% +$154K 0.4% 54
2016
Q4 		$2.88M Buy
49,393
+4,059
+9% +$239K 0.41% 51
2016
Q3 		$2.62M Buy
45,334
+2,148
+5% +$127K 0.49% 35
2016
Q2 		$2.49M Buy
43,186
+4,505
+12% +$258K 0.7% 32
2016
Q1 		$2.34M Buy
38,681
+4,333
+13% +$243K 0.76% 33
2015
Q4 		$1.87M Buy
34,348
+3,639
+12% +$209K 0.76% 32
2015
Q3 		$1.75M Buy
30,709
+6,366
+26% +$364K 0.76% 27
2015
Q2 		$1.33M Buy
24,343
+1,148
+5% +$63.1K 0.56% 37
2015
Q1 		$1.26M Buy
23,195
+882
+4% +$44.5K 0.58% 37
2014
Q4 		$1.04M Buy
+22,313
New +$1.05M 0.71% 34

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sequoia Financial Advisors's DOX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Amdocs (DOX) stake by 10% in Q2 2026, selling an estimated $41.2K and leaving 5,771 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Sequoia Financial Advisors first reported a position in DOX in Q4 2014 and has held it in 21 quarters since. The position peaked at $4.39M in Q3 2018. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Sequoia Financial Advisors held 5,771 shares of Amdocs worth $292K as of Q2 2026.
  • Sequoia Financial Advisors sold 672 Amdocs shares in Q2 2026, an estimated $41.2K.
  • Amdocs made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1694 holding.
  • Sequoia Financial Advisors first reported a position in Amdocs in Q4 2014 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's Amdocs position peaked at $4.39M in Q3 2018.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.