Spire Wealth Management
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Spire Wealth Management’s Amdocs DOX Stock Holding History

Spire 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
Q3 		$16.4K Hold
287
– – ﹤0.01% 1450
2026
Q2 		$14.5K Buy
287
+1
+0.3% +$61 ﹤0.01% 1542
2026
Q1 		$18.7K Buy
286
+39
+16% +$2.85K ﹤0.01% 1446
2025
Q4 		$19.9K Buy
247
+9
+4% +$724 ﹤0.01% 1486
2025
Q3 		$19.5K Buy
238
+38
+19% +$3.29K ﹤0.01% 1538
2025
Q2 		$18.2K Sell
200
-132
-40% -$11.8K ﹤0.01% 1543
2025
Q1 		$30.4K Sell
332
-11
-3% -$960 ﹤0.01% 1469
2024
Q4 		$29.2K Buy
343
+3
+0.9% +$263 ﹤0.01% 1483
2024
Q3 		$29.7K Sell
340
-169
-33% -$14.2K ﹤0.01% 1312
2024
Q2 		$40.2K Sell
509
-28
-5% -$2.3K ﹤0.01% 1194
2024
Q1 		$48.6K Buy
537
+36
+7% +$3.28K ﹤0.01% 1225
2023
Q4 		$46.4K Buy
501
+33
+7% +$2.75K ﹤0.01% 1223
2023
Q3 		$39.5K Sell
468
-50
-10% -$4.52K ﹤0.01% 1252
2023
Q2 		$51.2K Sell
518
-17
-3% -$1.6K ﹤0.01% 1187
2023
Q1 		$51.4K Sell
535
-51
-9% -$4.72K ﹤0.01% 1194
2022
Q4 		$53K Buy
586
+37
+7% +$3.15K ﹤0.01% 970
2022
Q3 		$44K Sell
549
-11
-2% -$932 ﹤0.01% 993
2022
Q2 		$47K Sell
560
-405
-42% -$33.4K ﹤0.01% 1310
2022
Q1 		$79K Sell
965
-185
-16% -$14.5K ﹤0.01% 1260
2021
Q4 		$86K Buy
1,150
+44
+4% +$3.3K ﹤0.01% 1469
2021
Q3 		$84K Hold
1,106
– – ﹤0.01% 1255
2021
Q2 		$86K Sell
1,106
-741
-40% -$57.2K ﹤0.01% 1240
2021
Q1 		$138K Buy
+1,847
New +$140K ﹤0.01% 1240

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Spire Wealth Management's DOX Position: Q3 2026 in Review

Spire Wealth Management held its Amdocs (DOX) position steady in Q3 2026 at 287 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Spire Wealth Management first reported a position in DOX in Q1 2021 and has held it in 23 quarters since. The position peaked at $138K in Q1 2021. 231 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Spire Wealth Management held 287 shares of Amdocs worth $16.4K as of Q3 2026.
  • Spire Wealth Management left its Amdocs share count unchanged in Q3 2026.
  • Amdocs made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1450 holding.
  • Spire Wealth Management first reported a position in Amdocs in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Amdocs position peaked at $138K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.