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Venturi Wealth Management’s Amdocs DOX Stock Holding History

Venturi Wealth Management’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
-6,178
Closed -$497K – 623
2025
Q4 		$497K Sell
6,178
-203
-3% -$16.3K 0.02% 338
2025
Q3 		$524K Sell
6,381
-5,144
-45% -$446K 0.02% 328
2025
Q2 		$1.05M Sell
11,525
-1,652
-13% -$148K 0.05% 194
2025
Q1 		$1.21M Buy
13,177
+2,142
+19% +$187K 0.06% 180
2024
Q4 		$940K Sell
11,035
-690
-6% -$60.5K 0.05% 216
2024
Q3 		$1.03M Buy
11,725
+1,305
+13% +$110K 0.05% 190
2024
Q2 		$822K Sell
10,420
-328
-3% -$27K 0.05% 208
2024
Q1 		$971K Buy
10,748
+1,087
+11% +$99.1K 0.06% 187
2023
Q4 		$849K Sell
9,661
-207
-2% -$17.2K 0.06% 198
2023
Q3 		$834K Sell
9,868
-297
-3% -$26.8K 0.07% 185
2023
Q2 		$1M Buy
10,165
+347
+4% +$32.6K 0.08% 153
2023
Q1 		$943K Sell
9,818
-638
-6% -$59K 0.08% 165
2022
Q4 		$950K Buy
10,456
+461
+5% +$39.2K 0.08% 165
2022
Q3 		$794K Buy
+9,995
New +$847K 0.08% 175

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

Venturi Wealth Management's DOX Position: Q1 2026 in Review

Venturi Wealth Management sold out of Amdocs (DOX) in Q1 2026, closing a stake of 6,178 shares — an estimated $497K sold.

Venturi Wealth Management first reported a position in DOX in Q3 2022 and held it in 14 quarters. The position peaked at $1.21M in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Venturi Wealth Management reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 6,178 Amdocs shares in Q1 2026, an estimated $497K.
  • Venturi Wealth Management first reported a position in Amdocs in Q3 2022 and held it in 14 quarters.
  • Venturi Wealth Management's Amdocs position peaked at $1.21M in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.