SW
DOX icon

SVB Wealth’s Amdocs DOX Stock Holding History

SVB Wealth’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
-471
Closed -$43.1K – 818
2025
Q1 		$43.1K Buy
+471
New +$41.1K ﹤0.01% 573
2023
Q3 		– Sell
-2,285
Closed -$226K – 882
2023
Q2 		$226K Sell
2,285
-42
-2% -$3.95K ﹤0.01% 788
2023
Q1 		$223K Sell
2,327
-106
-4% -$9.81K ﹤0.01% 839
2022
Q4 		$221K Buy
+2,433
New +$207K ﹤0.01% 879
2021
Q3 		– Sell
-2,607
Closed -$202K – 1017
2021
Q2 		$202K Buy
+2,607
New +$201K ﹤0.01% 891

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Janus Henderson Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
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

SVB Wealth's DOX Position: Q2 2025 in Review

SVB Wealth sold out of Amdocs (DOX) in Q2 2025, closing a stake of 471 shares — an estimated $43.1K sold.

SVB Wealth first reported a position in DOX in Q2 2021 and held it in 5 quarters. The position peaked at $226K in Q2 2023. 542 funds tracked by Wall St. Rank hold DOX as of Q2 2025.

  • SVB Wealth reported no remaining Amdocs position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 471 Amdocs shares in Q2 2025, an estimated $43.1K.
  • SVB Wealth first reported a position in Amdocs in Q2 2021 and held it in 5 quarters.
  • SVB Wealth's Amdocs position peaked at $226K in Q2 2023.
  • 542 funds tracked by Wall St. Rank held Amdocs as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.