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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
Q2 		– Sell
-14,651
Closed -$956K – 223
2026
Q1 		$956K Buy
+14,651
New +$1.07M 0.71% 42

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

Total Wealth Planning & Management's DOX Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of Amdocs (DOX) in Q2 2026, closing a stake of 14,651 shares — an estimated $956K sold.

Total Wealth Planning & Management first reported a position in DOX in Q1 2026 and held it in 1 quarter. The position peaked at $956K in Q1 2026. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 14,651 Amdocs shares in Q2 2026, an estimated $956K.
  • Total Wealth Planning & Management first reported a position in Amdocs in Q1 2026 and held it in 1 quarter.
  • Total Wealth Planning & Management's Amdocs position peaked at $956K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.