SFS
DOX icon

Sowell Financial Services’s Amdocs DOX Stock Holding History

Sowell Financial Services’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 		– Sell
-9,163
Closed -$598K – 1179
2026
Q1 		$598K Buy
9,163
+4
+0% +$293 0.02% 583
2025
Q4 		$737K Buy
9,159
+450
+5% +$36.2K 0.03% 522
2025
Q3 		$715K Buy
8,709
+586
+7% +$50.8K 0.03% 529
2025
Q2 		$741K Buy
8,123
+438
+6% +$39.2K 0.03% 503
2025
Q1 		$703K Buy
+7,685
New +$671K 0.03% 497
2023
Q2 		– Sell
-3,119
Closed -$300K – 621
2023
Q1 		$300K Buy
+3,119
New +$289K 0.02% 554
2021
Q2 		– Sell
-468
Closed -$36K – 1086
2021
Q1 		$36K Sell
468
-1
-0.2% -$76 ﹤0.01% 1792
2020
Q4 		$33K Sell
469
-320
-41% -$20.1K ﹤0.01% 1541
2020
Q3 		$45K Sell
789
-2,729
-78% -$163K ﹤0.01% 1256
2020
Q2 		$214K Buy
3,518
+2,943
+512% +$182K 0.01% 697
2020
Q1 		$32K Buy
575
+3
+0.5% +$201 ﹤0.01% 1210
2019
Q4 		$41K Buy
572
+42
+8% +$2.86K ﹤0.01% 1204
2019
Q3 		$35K Buy
+530
New +$34.1K ﹤0.01% 1100

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

Sowell Financial Services's DOX Position: Q2 2026 in Review

Sowell Financial Services sold out of Amdocs (DOX) in Q2 2026, closing a stake of 9,163 shares — an estimated $598K sold.

Sowell Financial Services first reported a position in DOX in Q3 2019 and held it in 13 quarters. The position peaked at $741K in Q2 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Sowell Financial Services reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 9,163 Amdocs shares in Q2 2026, an estimated $598K.
  • Sowell Financial Services first reported a position in Amdocs in Q3 2019 and held it in 13 quarters.
  • Sowell Financial Services's Amdocs position peaked at $741K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.