VWA
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Valued Wealth Advisors’s Amdocs DOX Stock Holding History

Valued Wealth 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
Q1 		$330 Hold
5
– – ﹤0.01% 691
2025
Q4 		$406 Hold
5
– – ﹤0.01% 558
2025
Q3 		$413 Hold
5
– – ﹤0.01% 536
2025
Q2 		$459 Hold
5
– – ﹤0.01% 523
2025
Q1 		$461 Hold
5
– – ﹤0.01% 559
2024
Q4 		$429 Hold
5
– – ﹤0.01% 561
2024
Q3 		$440 Hold
5
– – ﹤0.01% 541
2024
Q2 		$397 Hold
5
– – ﹤0.01% 516
2024
Q1 		$455 Hold
5
– – ﹤0.01% 502
2023
Q4 		$425 Buy
+5
New +$417 ﹤0.01% 445

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

Valued Wealth Advisors's DOX Position: Q1 2026 in Review

Valued Wealth Advisors held its Amdocs (DOX) position steady in Q1 2026 at 5 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Valued Wealth Advisors first reported a position in DOX in Q4 2023 and has held it in 10 quarters since. The position peaked at $461 in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Valued Wealth Advisors held 5 shares of Amdocs worth $330 as of Q1 2026.
  • Valued Wealth Advisors left its Amdocs share count unchanged in Q1 2026.
  • Amdocs made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q1 2026, its #691 holding.
  • Valued Wealth Advisors first reported a position in Amdocs in Q4 2023 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Amdocs position peaked at $461 in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.