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Steward Partners Investment Advisory’s Amdocs DOX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$73.7K Sell
1,130
-294
-21% -$21.5K ﹤0.01% 2565
2025
Q4 		$115K Sell
1,424
-331
-19% -$26.6K ﹤0.01% 2223
2025
Q3 		$144K Sell
1,755
-74
-4% -$6.41K ﹤0.01% 2036
2025
Q2 		$167K Sell
1,829
-653
-26% -$58.4K ﹤0.01% 1842
2025
Q1 		$227K Sell
2,482
-23
-0.9% -$2.01K ﹤0.01% 1584
2024
Q4 		$213K Sell
2,505
-155
-6% -$13.6K ﹤0.01% 1573
2024
Q3 		$233K Buy
2,660
+560
+27% +$47.1K ﹤0.01% 1454
2024
Q2 		$166K Buy
2,100
+423
+25% +$34.8K ﹤0.01% 1533
2024
Q1 		$152K Sell
1,677
-90
-5% -$8.2K ﹤0.01% 1561
2023
Q4 		$155K Sell
1,767
-423
-19% -$35.2K ﹤0.01% 1480
2023
Q3 		$185K Sell
2,190
-64
-3% -$5.78K ﹤0.01% 1319
2023
Q2 		$223K Buy
2,254
+45
+2% +$4.23K ﹤0.01% 1230
2023
Q1 		$212K Sell
2,209
-222
-9% -$20.5K ﹤0.01% 1248
2022
Q4 		$221K Sell
2,431
-50
-2% -$4.25K ﹤0.01% 1203
2022
Q3 		$197K Buy
2,481
+3
+0.1% +$254 ﹤0.01% 1210
2022
Q2 		$206K Sell
2,478
-32
-1% -$2.64K ﹤0.01% 1196
2022
Q1 		$206K Sell
2,510
-42
-2% -$3.29K ﹤0.01% 1276
2021
Q4 		$191K Sell
2,552
-72
-3% -$5.41K ﹤0.01% 1333
2021
Q3 		$199K Buy
2,624
+1,454
+124% +$113K ﹤0.01% 1274
2021
Q2 		$91K Hold
1,170
– – ﹤0.01% 2399
2021
Q1 		$82.1K Buy
1,170
+74
+7% +$5.59K ﹤0.01% 1716
2020
Q4 		$78K Buy
1,096
+131
+14% +$8.22K ﹤0.01% 1470
2020
Q3 		$55K Sell
965
-420
-30% -$25.1K ﹤0.01% 1458
2020
Q2 		$84K Buy
1,385
+472
+52% +$29.2K ﹤0.01% 1216
2020
Q1 		$50K Sell
913
-67
-7% -$4.49K ﹤0.01% 1256
2019
Q4 		$70K Hold
980
– – ﹤0.01% 1263
2019
Q3 		$64K Hold
980
– – ﹤0.01% 1256
2019
Q2 		$60K Buy
+980
New +$56.6K ﹤0.01% 1266
2018
Q4 		– Sell
-845
Closed -$56K – 1095
2018
Q3 		$56K Buy
+845
New +$55.9K ﹤0.01% 1158

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Steward Partners Investment Advisory's DOX Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Amdocs (DOX) stake by 21% in Q1 2026, selling an estimated $21.5K and leaving 1,130 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Steward Partners Investment Advisory first reported a position in DOX in Q3 2018 and has held it in 29 quarters since. The position peaked at $233K in Q3 2024. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Steward Partners Investment Advisory held 1,130 shares of Amdocs worth $73.7K as of Q1 2026.
  • Steward Partners Investment Advisory sold 294 Amdocs shares in Q1 2026, an estimated $21.5K.
  • Amdocs made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2565 holding.
  • Steward Partners Investment Advisory first reported a position in Amdocs in Q3 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Amdocs position peaked at $233K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.