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Valley Wealth Managers’s Amdocs DOX Stock Holding History

Valley Wealth Managers’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 		$3M Sell
45,966
-179,552
-80% -$13.1M 0.19% 107
2025
Q4 		$18.2M Sell
225,518
-7,951
-3% -$639K 1.16% 40
2025
Q3 		$19.2M Sell
233,469
-8,818
-4% -$764K 1.27% 40
2025
Q2 		$22.1M Sell
242,287
-5,611
-2% -$502K 1.59% 22
2025
Q1 		$22.7M Sell
247,898
-180
-0.1% -$15.7K 1.72% 19
2024
Q4 		$21.1M Buy
248,078
+18,703
+8% +$1.64M 1.58% 18
2024
Q3 		$20.1M Sell
229,375
-39,408
-15% -$3.32M 1.49% 26
2024
Q2 		$21.2M Buy
268,783
+17,507
+7% +$1.44M 1.69% 16
2024
Q1 		$22.7M Buy
251,276
+204,675
+439% +$18.7M 1.71% 15
2023
Q4 		$4.1M Buy
46,601
+1,135
+2% +$94.6K 0.32% 79
2023
Q3 		$3.84M Sell
45,466
-1,187
-3% -$107K 0.32% 82
2023
Q2 		$4.61M Sell
46,653
-2,906
-6% -$273K 0.41% 58
2023
Q1 		$4.76M Sell
49,559
-1,390
-3% -$129K 0.43% 58
2022
Q4 		$4.63M Sell
50,949
-371
-0.7% -$31.6K 0.43% 61
2022
Q3 		$4.08M Sell
51,320
-1,032
-2% -$87.4K 0.41% 61
2022
Q2 		$4.36M Buy
52,352
+1,950
+4% +$161K 0.41% 59
2022
Q1 		$4.14M Buy
50,402
+1,473
+3% +$115K 0.35% 73
2021
Q4 		$3.66M Buy
+48,929
New +$3.67M 0.29% 80

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

Valley Wealth Managers's DOX Position: Q1 2026 in Review

Valley Wealth Managers reduced its Amdocs (DOX) stake by 80% in Q1 2026, selling an estimated $13.1M and leaving 45,966 shares worth $3M. The position accounts for 0.19% of the portfolio, ranked #107.

Valley Wealth Managers first reported a position in DOX in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.7M in Q1 2024. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Valley Wealth Managers held 45,966 shares of Amdocs worth $3M as of Q1 2026.
  • Valley Wealth Managers sold 179,552 Amdocs shares in Q1 2026, an estimated $13.1M.
  • Amdocs made up 0.19% of Valley Wealth Managers's portfolio in Q1 2026, its #107 holding.
  • Valley Wealth Managers first reported a position in Amdocs in Q4 2021 and has held it in 18 quarters since.
  • Valley Wealth Managers's Amdocs position peaked at $22.7M in Q1 2024.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.