STA
DOX icon

Summit Trail Advisors’s Amdocs DOX Stock Holding History

Summit Trail 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
Q2 		$2.32M Buy
45,877
+14,048
+44% +$862K 0.03% 517
2026
Q1 		$2.08M Buy
31,829
+6,584
+26% +$482K 0.03% 496
2025
Q4 		$2.03M Buy
25,245
+1,633
+7% +$131K 0.04% 392
2025
Q3 		$1.94M Buy
+23,612
New +$2.05M 0.03% 464
2018
Q3 		– Sell
-355
Closed -$24K – 326
2018
Q2 		$24K Buy
+355
New +$23.9K 0.01% 368
2018
Q1 		– Sell
-175
Closed -$12K – 762
2017
Q4 		$12K Buy
+175
New +$11.4K ﹤0.01% 1170

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Trail Advisors's DOX Position: Q2 2026 in Review

Summit Trail Advisors increased its Amdocs (DOX) stake by 44% in Q2 2026, buying an estimated $862K and bringing the position to 45,877 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #517.

Summit Trail Advisors first reported a position in DOX in Q4 2017 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Summit Trail Advisors held 45,877 shares of Amdocs worth $2.32M as of Q2 2026.
  • Summit Trail Advisors bought 14,048 Amdocs shares in Q2 2026, an estimated $862K.
  • Amdocs made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #517 holding.
  • Summit Trail Advisors first reported a position in Amdocs in Q4 2017 and has held it in 6 quarters since.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.