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True Wealth Design’s Amdocs DOX Stock Holding History

True Wealth Design’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 		$3.54K Sell
70
-39
-36% -$2.39K ﹤0.01% 1468
2026
Q1 		$7.11K Buy
109
+98
+891% +$7.17K ﹤0.01% 1090
2025
Q4 		$886 Sell
11
-10
-48% -$804 ﹤0.01% 1752
2025
Q3 		$1.72K Sell
21
-20
-49% -$1.73K ﹤0.01% 1521
2025
Q2 		$3.74K Buy
41
+19
+86% +$1.7K ﹤0.01% 925
2025
Q1 		$2.01K Buy
22
+17
+340% +$1.48K ﹤0.01% 1008
2024
Q4 		$426 Sell
5
-45
-90% -$3.95K ﹤0.01% 1120
2024
Q3 		$4.37K Sell
50
-10,088
-100% -$849K ﹤0.01% 585
2024
Q2 		$800K Buy
10,138
+1,390
+16% +$114K 0.2% 80
2024
Q1 		$791K Buy
8,748
+122
+1% +$11.1K 0.2% 91
2023
Q4 		$758K Buy
8,626
+170
+2% +$14.2K 0.21% 91
2023
Q3 		$714K Sell
8,456
-97
-1% -$8.76K 0.24% 82
2023
Q2 		$846K Sell
8,553
-144
-2% -$13.5K 0.31% 47
2023
Q1 		$835K Sell
8,697
-345
-4% -$31.9K 0.35% 46
2022
Q4 		$822K Buy
+9,042
New +$769K 0.38% 43

Other funds holding DOX

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

True Wealth Design's DOX Position: Q2 2026 in Review

True Wealth Design reduced its Amdocs (DOX) stake by 36% in Q2 2026, selling an estimated $2.39K and leaving 70 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

True Wealth Design first reported a position in DOX in Q4 2022 and has held it in 15 quarters since. The position peaked at $846K in Q2 2023. 44 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • True Wealth Design held 70 shares of Amdocs worth $3.54K as of Q2 2026.
  • True Wealth Design sold 39 Amdocs shares in Q2 2026, an estimated $2.39K.
  • Amdocs made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1468 holding.
  • True Wealth Design first reported a position in Amdocs in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Amdocs position peaked at $846K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.