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United Capital Financial Advisors’s Amdocs DOX Stock Holding History

United Capital Financial Advisors’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 		$277K Buy
5,478
+1,473
+37% +$90.4K ﹤0.01% 1398
2026
Q1 		$261K Buy
+4,005
New +$293K ﹤0.01% 1425
2025
Q3 		– Sell
-2,563
Closed -$234K – 1213
2025
Q2 		$234K Sell
2,563
-157
-6% -$14K ﹤0.01% 1003
2025
Q1 		$249K Buy
2,720
+261
+11% +$22.8K ﹤0.01% 946
2024
Q4 		$209K Buy
+2,459
New +$216K ﹤0.01% 1007
2024
Q2 		– Sell
-2,366
Closed -$214K – 1056
2024
Q1 		$214K Buy
+2,366
New +$216K ﹤0.01% 999
2023
Q1 		– Sell
-2,285
Closed -$208K – 990
2022
Q4 		$208K Buy
+2,285
New +$194K ﹤0.01% 975
2019
Q3 		– Sell
-3,270
Closed -$203K – 1359
2019
Q2 		$203K Buy
+3,270
New +$189K ﹤0.01% 1363
2018
Q4 		– Sell
-4,751
Closed -$313K – 1304
2018
Q3 		$313K Buy
4,751
+46
+1% +$3.04K ﹤0.01% 1088
2018
Q2 		$311K Sell
4,705
-26
-0.5% -$1.75K ﹤0.01% 1070
2018
Q1 		$316K Buy
4,731
+174
+4% +$11.7K ﹤0.01% 1076
2017
Q4 		$299K Hold
4,557
– – ﹤0.01% 1114
2017
Q3 		$293K Sell
4,557
-51,466
-92% -$3.32M ﹤0.01% 1119
2017
Q2 		$3.61M Buy
56,023
+5,785
+12% +$365K 0.03% 442
2017
Q1 		$3.06M Buy
50,238
+2,564
+5% +$154K 0.03% 462
2016
Q4 		$2.78M Buy
47,674
+546
+1% +$32.2K 0.03% 485
2016
Q3 		$2.73M Sell
47,128
-3,852
-8% -$227K 0.03% 509
2016
Q2 		$2.96M Buy
50,980
+559
+1% +$32.1K 0.03% 466
2016
Q1 		$3.05M Buy
50,421
+5,464
+12% +$306K 0.03% 446
2015
Q4 		$2.45M Sell
44,957
-36,815
-45% -$2.11M 0.03% 509
2015
Q3 		$4.65M Sell
81,772
-7,250
-8% -$415K 0.06% 332
2015
Q2 		$4.86M Sell
89,022
-755
-0.8% -$41.5K 0.06% 343
2015
Q1 		$4.94M Sell
89,777
-2,306
-3% -$116K 0.06% 336
2014
Q4 		$4.3M Buy
92,083
+63,942
+227% +$3M 0.06% 279
2014
Q3 		$1.29M Buy
28,141
+10,004
+55% +$468K 0.02% 546
2014
Q2 		$840K Buy
18,137
+11,283
+165% +$531K 0.02% 593
2014
Q1 		$318K Buy
+6,854
New +$300K 0.01% 767

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

United Capital Financial Advisors's DOX Position: Q2 2026 in Review

United Capital Financial Advisors increased its Amdocs (DOX) stake by 37% in Q2 2026, buying an estimated $90.4K and bringing the position to 5,478 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

United Capital Financial Advisors first reported a position in DOX in Q1 2014 and has held it in 27 quarters since. The position peaked at $4.94M in Q1 2015. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • United Capital Financial Advisors held 5,478 shares of Amdocs worth $277K as of Q2 2026.
  • United Capital Financial Advisors bought 1,473 Amdocs shares in Q2 2026, an estimated $90.4K.
  • Amdocs made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1398 holding.
  • United Capital Financial Advisors first reported a position in Amdocs in Q1 2014 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Amdocs position peaked at $4.94M in Q1 2015.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.