Valley Wealth Managers
DOX icon

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
Q3 		$3.24M Sell
56,713
-6,245
-10% -$358K 0.18% 110
2026
Q2 		$3.18M Buy
62,958
+16,992
+37% +$1.04M 0.18% 109
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Valley Wealth Managers's DOX Position: Q3 2026 in Review

Valley Wealth Managers reduced its Amdocs (DOX) stake by 9.9% in Q3 2026, selling an estimated $358K and leaving 56,713 shares worth $3.24M. The position accounts for 0.18% of the portfolio, ranked #110.

Valley Wealth Managers first reported a position in DOX in Q4 2021 and has held it in 20 quarters since. The position peaked at $22.7M in Q1 2024. 68 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Valley Wealth Managers held 56,713 shares of Amdocs worth $3.24M as of Q3 2026.
  • Valley Wealth Managers sold 6,245 Amdocs shares in Q3 2026, an estimated $358K.
  • Amdocs made up 0.18% of Valley Wealth Managers's portfolio in Q3 2026, its #110 holding.
  • Valley Wealth Managers first reported a position in Amdocs in Q4 2021 and has held it in 20 quarters since.
  • Valley Wealth Managers's Amdocs position peaked at $22.7M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.