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Steph & Co’s Amdocs DOX Stock Holding History

Steph & Co’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 		$136K Sell
2,688
-3,930
-59% -$241K 0.03% 124
2026
Q1 		$432K Buy
6,618
+4,688
+243% +$343K 0.12% 65
2025
Q4 		$155K Sell
1,930
-4,124
-68% -$332K 0.04% 114
2025
Q3 		$497K Sell
6,054
-135
-2% -$11.7K 0.15% 53
2025
Q2 		$565K Sell
6,189
-68
-1% -$6.08K 0.18% 54
2025
Q1 		$573K Sell
6,257
-392
-6% -$34.2K 0.21% 54
2024
Q4 		$566K Buy
6,649
+837
+14% +$73.4K 0.19% 54
2024
Q3 		$508K Buy
5,812
+1,011
+21% +$85.1K 0.16% 60
2024
Q2 		$379K Buy
4,801
+896
+23% +$73.6K 0.13% 71
2024
Q1 		$353K Buy
+3,905
New +$356K 0.12% 79
2021
Q1 		– Sell
-1,449
Closed -$103K – 236
2020
Q4 		$103K Sell
1,449
-10
-0.7% -$628 0.08% 132
2020
Q3 		$84K Hold
1,459
– – 0.08% 131
2020
Q2 		$89K Sell
1,459
-25
-2% -$1.54K 0.09% 127
2020
Q1 		$82K Buy
1,484
+163
+12% +$10.9K 0.09% 113
2019
Q4 		$95K Buy
+1,321
New +$90K 0.08% 137

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

Steph & Co's DOX Position: Q2 2026 in Review

Steph & Co reduced its Amdocs (DOX) stake by 59% in Q2 2026, selling an estimated $241K and leaving 2,688 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #124.

Steph & Co first reported a position in DOX in Q4 2019 and has held it in 15 quarters since. The position peaked at $573K in Q1 2025. 44 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Steph & Co held 2,688 shares of Amdocs worth $136K as of Q2 2026.
  • Steph & Co sold 3,930 Amdocs shares in Q2 2026, an estimated $241K.
  • Amdocs made up 0.03% of Steph & Co's portfolio in Q2 2026, its #124 holding.
  • Steph & Co first reported a position in Amdocs in Q4 2019 and has held it in 15 quarters since.
  • Steph & Co's Amdocs position peaked at $573K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.