Sierra Summit Advisors
DOX icon

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
Q3 		$1.86M Buy
32,461
+12,386
+62% +$710K 0.22% 63
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
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sierra Summit Advisors's DOX Position: Q3 2026 in Review

Sierra Summit Advisors increased its Amdocs (DOX) stake by 62% in Q3 2026, buying an estimated $710K and bringing the position to 32,461 shares worth $1.86M. The position accounts for 0.22% of the portfolio, ranked #63.

Sierra Summit Advisors first reported a position in DOX in Q4 2023 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Sierra Summit Advisors held 32,461 shares of Amdocs worth $1.86M as of Q3 2026.
  • Sierra Summit Advisors bought 12,386 Amdocs shares in Q3 2026, an estimated $710K.
  • Amdocs made up 0.22% of Sierra Summit Advisors's portfolio in Q3 2026, its #63 holding.
  • Sierra Summit Advisors first reported a position in Amdocs in Q4 2023 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.