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Total Wealth Planning & Management’s Amdocs DOX Stock Holding History

Total Wealth Planning & Management’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 		$956K Buy
+14,651
New +$1.07M 0.71% 42

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

Total Wealth Planning & Management's DOX Position: Q1 2026 in Review

Total Wealth Planning & Management opened a new position in Amdocs (DOX) in Q1 2026: 14,651 shares worth $956K. The stake represents 0.71% of the portfolio and ranks #42 among its holdings.

473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Total Wealth Planning & Management held 14,651 shares of Amdocs worth $956K as of Q1 2026.
  • Amdocs was a new Total Wealth Planning & Management position in Q1 2026.
  • Amdocs made up 0.71% of Total Wealth Planning & Management's portfolio in Q1 2026, its #42 holding.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.