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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
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

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Spire Wealth Management increased its Amdocs (DOX) stake by 0.35% in Q2 2026, buying an estimated $61 and bringing the position to 287 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Spire Wealth Management first reported a position in DOX in Q1 2021 and has held it in 22 quarters since. The position peaked at $138K in Q1 2021. 44 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Spire Wealth Management held 287 shares of Amdocs worth $14.5K as of Q2 2026.
  • Spire Wealth Management bought 1 Amdocs share in Q2 2026, an estimated $61.
  • Amdocs made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1542 holding.
  • Spire Wealth Management first reported a position in Amdocs in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Amdocs position peaked at $138K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.