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USA Financial Formulas’s Amdocs DOX Stock Holding History

USA Financial Formulas’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 		– Sell
-2,117
Closed -$170K – 463
2025
Q4 		$170K Sell
2,117
-536
-20% -$43.1K 0.03% 145
2025
Q3 		$218K Sell
2,653
-534
-17% -$46.3K 0.04% 135
2025
Q2 		$291K Buy
3,187
+761
+31% +$68K 0.05% 102
2025
Q1 		$222K Buy
2,426
+351
+17% +$30.6K 0.04% 132
2024
Q4 		$177K Sell
2,075
-90
-4% -$7.9K 0.03% 175
2024
Q3 		$189K Sell
2,165
-242
-10% -$20.4K 0.03% 159
2024
Q2 		$190K Sell
2,407
-225
-9% -$18.5K 0.03% 167
2024
Q1 		$238K Sell
2,632
-685
-21% -$62.4K 0.04% 172
2023
Q4 		$292K Buy
3,317
+3,297
+16,485% +$275K 0.05% 120
2023
Q3 		$1.69K Buy
+20
New +$1.81K ﹤0.01% 345
2023
Q2 		– Sell
-7
Closed -$672 – 496
2023
Q1 		$672 Buy
+7
New +$648 ﹤0.01% 329
2022
Q3 		$181K Buy
+2,278
New +$193K 0.29% 58
2020
Q1 		– Sell
-12,518
Closed -$904K – 238
2019
Q4 		$904K Buy
+12,518
New +$853K 0.38% 69

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

USA Financial Formulas's DOX Position: Q1 2026 in Review

USA Financial Formulas sold out of Amdocs (DOX) in Q1 2026, closing a stake of 2,117 shares — an estimated $170K sold.

USA Financial Formulas first reported a position in DOX in Q4 2019 and held it in 13 quarters. The position peaked at $904K in Q4 2019. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • USA Financial Formulas reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 2,117 Amdocs shares in Q1 2026, an estimated $170K.
  • USA Financial Formulas first reported a position in Amdocs in Q4 2019 and held it in 13 quarters.
  • USA Financial Formulas's Amdocs position peaked at $904K in Q4 2019.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.