Trajan Wealth’s Amdocs DOX Stock Holding History

Trajan 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	-2,333	Closed	-$213K	–	149
2025 Q1	$213K	Sell	2,333 -129	-5%	-$11.3K	0.01%	144
2024 Q4	$210K	Buy	+2,462	New	+$216K	0.01%	169

Other funds holding DOX

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Trajan Wealth's DOX Position: Q2 2025 in Review

Trajan Wealth sold out of Amdocs (DOX) in Q2 2025, closing a stake of 2,333 shares — an estimated $213K sold.

Trajan Wealth first reported a position in DOX in Q4 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 542 funds tracked by Wall St. Rank hold DOX as of Q2 2025.

Trajan Wealth reported no remaining Amdocs position as of Q2 2025 after selling out during the quarter.
Trajan Wealth sold 2,333 Amdocs shares in Q2 2025, an estimated $213K.
Trajan Wealth first reported a position in Amdocs in Q4 2024 and held it in 2 quarters.
Trajan Wealth's Amdocs position peaked at $213K in Q1 2025.
542 funds tracked by Wall St. Rank held Amdocs as of Q2 2025.

Based on Trajan Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.