Tempus Wealth Planning’s Amdocs DOX Stock Holding History

Tempus Wealth Planning’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	$297K	Sell	4,555 -687	-13%	-$50.3K	0.07%	219
2025 Q4	$422K	Sell	5,242 -285	-5%	-$22.9K	0.1%	187
2025 Q3	$453K	Hold	5,527	–	–	0.1%	186
2025 Q2	$504K	Buy	5,527 +37	+0.7%	+$3.31K	0.13%	166
2025 Q1	$502K	Buy	5,490 +373	+7%	+$32.6K	0.15%	148
2024 Q4	$436K	Buy	5,117 +275	+6%	+$24.1K	0.13%	159
2024 Q3	$424K	Buy	4,842 +643	+15%	+$54.1K	0.16%	140
2024 Q2	$331K	Buy	4,199 +222	+6%	+$18.2K	0.14%	143
2024 Q1	$359K	Buy	3,977 +333	+9%	+$30.4K	0.16%	137
2023 Q4	$320K	Buy	3,644 +300	+9%	+$25K	0.14%	146
2023 Q3	$283K	Buy	3,344 +754	+29%	+$68.1K	0.14%	132
2023 Q2	$256K	Hold	2,590	–	–	0.12%	153
2023 Q1	$249K	Sell	2,590 -136	-5%	-$12.6K	0.12%	148
2022 Q4	$248K	Hold	2,726	–	–	0.15%	154
2022 Q3	$217K	Buy	2,726 +125	+5%	+$10.6K	0.14%	161
2022 Q2	$217K	Hold	2,601	–	–	0.18%	116
2022 Q1	$214K	Buy	+2,601	New	+$204K	0.15%	130

Other funds holding DOX

Pzena Investment Management

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

Fidelity Investments

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

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

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

LSV Asset Management

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

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes

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

AQR Capital Management

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