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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Trail Advisors's DOX Position: Q1 2026 in Review

Summit Trail Advisors increased its Amdocs (DOX) stake by 26% in Q1 2026, buying an estimated $482K and bringing the position to 31,829 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #496.

Summit Trail Advisors first reported a position in DOX in Q4 2017 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Summit Trail Advisors held 31,829 shares of Amdocs worth $2.08M as of Q1 2026.
Summit Trail Advisors bought 6,584 Amdocs shares in Q1 2026, an estimated $482K.
Amdocs made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #496 holding.
Summit Trail Advisors first reported a position in Amdocs in Q4 2017 and has held it in 5 quarters since.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.