Steel Grove Capital Advisors’s Amdocs DOX Stock Holding History

Steel Grove Capital 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	$2.23M	Buy	+38,980	New	+$2.24M	0.2%	56

Other funds holding DOX

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Steel Grove Capital Advisors's DOX Position: Q3 2026 in Review

Steel Grove Capital Advisors opened a new position in Amdocs (DOX) in Q3 2026: 38,980 shares worth $2.23M. The stake represents 0.2% of the portfolio and ranks #56 among its holdings.

37 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

Steel Grove Capital Advisors held 38,980 shares of Amdocs worth $2.23M as of Q3 2026.
Amdocs was a new Steel Grove Capital Advisors position in Q3 2026.
Amdocs made up 0.2% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #56 holding.
37 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.