Sierra Summit Advisors’s Amdocs DOX Stock Holding History

Sierra Summit 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	$1.01M	Buy	+20,075	New	+$1.23M	0.11%	133
2025 Q1	–	Sell	-7,127	Closed	-$607K	–	181
2024 Q4	$607K	Buy	7,127 +1,626	+30%	+$143K	0.12%	90
2024 Q3	$481K	Buy	5,501 +1,178	+27%	+$99.1K	0.11%	102
2024 Q2	$341K	Buy	4,323 +339	+9%	+$27.9K	0.08%	123
2024 Q1	$360K	Buy	3,984 +49	+1%	+$4.47K	0.1%	113
2023 Q4	$346K	Buy	+3,935	New	+$328K	0.1%	113

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Sierra Summit Advisors's DOX Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Amdocs (DOX) in Q2 2026: 20,075 shares worth $1.01M. The stake represents 0.11% of the portfolio and ranks #133 among its holdings. This is a return to the name: Sierra Summit Advisors previously reported a position in DOX as recently as Q4 2024.

Sierra Summit Advisors first reported a position in DOX in Q4 2023 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Sierra Summit Advisors held 20,075 shares of Amdocs worth $1.01M as of Q2 2026.
Amdocs was a new Sierra Summit Advisors position in Q2 2026.
Amdocs made up 0.11% of Sierra Summit Advisors's portfolio in Q2 2026, its #133 holding.
Sierra Summit Advisors first reported a position in Amdocs in Q4 2023 and has held it in 6 quarters since.
448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.