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SHP Wealth Management’s Amdocs DOX Stock Holding History

SHP 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
Q2 		$189 Sell
4
-2
-33% -$123 ﹤0.01% 1889
2026
Q1 		$392 Buy
+6
New +$439 ﹤0.01% 1665

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

SHP Wealth Management's DOX Position: Q2 2026 in Review

SHP Wealth Management reduced its Amdocs (DOX) stake by 33% in Q2 2026, selling an estimated $123 and leaving 4 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

SHP Wealth Management first reported a position in DOX in Q1 2026 and has held it in 2 quarters since. The position peaked at $392 in Q1 2026. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • SHP Wealth Management held 4 shares of Amdocs worth $189 as of Q2 2026.
  • SHP Wealth Management sold 2 Amdocs shares in Q2 2026, an estimated $123.
  • Amdocs made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1889 holding.
  • SHP Wealth Management first reported a position in Amdocs in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Amdocs position peaked at $392 in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.