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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
Q2 		– Sell
-4,555
Closed -$297K – 287
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 $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

Tempus Wealth Planning's DOX Position: Q2 2026 in Review

Tempus Wealth Planning sold out of Amdocs (DOX) in Q2 2026, closing a stake of 4,555 shares — an estimated $297K sold.

Tempus Wealth Planning first reported a position in DOX in Q1 2022 and held it in 17 quarters. The position peaked at $504K in Q2 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Tempus Wealth Planning reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 4,555 Amdocs shares in Q2 2026, an estimated $297K.
  • Tempus Wealth Planning first reported a position in Amdocs in Q1 2022 and held it in 17 quarters.
  • Tempus Wealth Planning's Amdocs position peaked at $504K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.