Summit Securities Group’s Amdocs DOX Stock Holding History

Summit Securities Group’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	$77.3K	Buy	+1,530	New	+$93.8K	0.01%	486
2024 Q4	–	Sell	-211	Closed	-$18K	–	700
2024 Q3	$18K	Buy	+211	New	+$17.8K	﹤0.01%	342
2022 Q4	–	Sell	-1	Closed	–	–	1202
2022 Q3	$0	Sell	1 -2	-67%	-$169	﹤0.01%	983
2022 Q2	$0	Buy	+3	New	+$247	﹤0.01%	1014
2017 Q3	–	Sell	-7,720	Closed	-$498K	–	228
2017 Q2	$498K	Sell	7,720 -9,828	-56%	-$620K	0.09%	122
2017 Q1	$1.07M	Buy	+17,548	New	+$1.05M	0.31%	63
2016 Q4	–	Sell	-3,601	Closed	-$208K	–	277
2016 Q3	$208K	Sell	3,601 -2,230	-38%	-$131K	0.07%	133
2016 Q2	$337K	Buy	5,831 +502	+9%	+$28.8K	0.18%	134
2016 Q1	$322K	Buy	+5,329	New	+$298K	0.23%	89

Other funds holding DOX

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Securities Group's DOX Position: Q2 2026 in Review

Summit Securities Group opened a new position in Amdocs (DOX) in Q2 2026: 1,530 shares worth $77.3K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in DOX as recently as Q3 2024.

Summit Securities Group first reported a position in DOX in Q1 2016 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2017. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

Summit Securities Group held 1,530 shares of Amdocs worth $77.3K as of Q2 2026.
Amdocs was a new Summit Securities Group position in Q2 2026.
Amdocs made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #486 holding.
Summit Securities Group first reported a position in Amdocs in Q1 2016 and has held it in 9 quarters since.
Summit Securities Group's Amdocs position peaked at $1.07M in Q1 2017.
448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.