Summit Financial’s Amdocs DOX Stock Holding History

Summit Financial’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
2025 Q2	–	Sell	-2,504	Closed	-$229K	–	816
2025 Q1	$229K	Sell	2,504 -1,388	-36%	-$121K	0.01%	666
2024 Q4	$333K	Buy	+3,892	New	+$342K	0.01%	518

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Summit Financial's DOX Position: Q2 2025 in Review

Summit Financial sold out of Amdocs (DOX) in Q2 2025, closing a stake of 2,504 shares — an estimated $229K sold.

Summit Financial first reported a position in DOX in Q4 2024 and held it in 2 quarters. The position peaked at $333K in Q4 2024. 542 funds tracked by Wall St. Rank hold DOX as of Q2 2025.

Summit Financial reported no remaining Amdocs position as of Q2 2025 after selling out during the quarter.
Summit Financial sold 2,504 Amdocs shares in Q2 2025, an estimated $229K.
Summit Financial first reported a position in Amdocs in Q4 2024 and held it in 2 quarters.
Summit Financial's Amdocs position peaked at $333K in Q4 2024.
542 funds tracked by Wall St. Rank held Amdocs as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.