Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Amdocs DOX Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.49M Sell
28,796
-235,489
-89% -$14.4M ﹤0.01% 1781
2026
Q1 		$17.3M Sell
264,285
-60,199
-19% -$4.4M 0.04% 435
2025
Q4 		$26.6M Buy
324,484
+182,691
+129% +$14.7M 0.04% 401
2025
Q3 		$11.7M Buy
141,793
+93,511
+194% +$8.11M 0.02% 600
2025
Q2 		$4.47M Buy
48,282
+261
+0.5% +$23.3K 0.01% 950
2025
Q1 		$4.39M Sell
48,021
-20,440
-30% -$1.78M 0.01% 881
2024
Q4 		$5.83M Buy
68,461
+3,031
+5% +$266K 0.01% 745
2024
Q3 		$5.72M Buy
65,430
+2,435
+4% +$205K 0.01% 685
2024
Q2 		$4.97M Buy
62,995
+628
+1% +$51.6K 0.01% 694
2024
Q1 		$5.64M Buy
62,367
+1,036
+2% +$94.4K 0.01% 634
2023
Q4 		$5.39M Buy
61,331
+830
+1% +$69.2K 0.02% 592
2023
Q3 		$5.11M Buy
+60,501
New +$5.46M 0.02% 577
2022
Q2 		– Sell
-18,557
Closed -$1.54M – 340
2022
Q1 		$1.54M Buy
18,557
+855
+5% +$67K 0.02% 205
2021
Q4 		$1.34M Buy
17,702
+2,301
+15% +$173K 0.02% 197
2021
Q3 		$1.23M Buy
+15,401
New +$1.19M 0.02% 197
2019
Q4 		– Sell
-15,359
Closed -$1.01M – 215
2019
Q3 		$1.01M Buy
+15,359
New +$987K 0.04% 161
2018
Q3 		– Sell
-25,579
Closed -$1.74M – 176
2018
Q2 		$1.74M Buy
25,579
+353
+1% +$23.8K 0.11% 75
2018
Q1 		$1.68M Buy
25,226
+18,885
+298% +$1.27M 0.11% 70
2017
Q4 		$429K Buy
+6,341
New +$412K 0.03% 131
2016
Q2 		– Sell
-18,771
Closed -$1.13M – 118
2016
Q1 		$1.13M Buy
18,771
+3,135
+20% +$176K 0.23% 87
2015
Q4 		$853K Buy
15,636
+2,633
+20% +$151K 0.22% 106
2015
Q3 		$761K Buy
+13,003
New +$744K 0.23% 101

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's DOX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Amdocs (DOX) stake by 89% in Q2 2026, selling an estimated $14.4M and leaving 28,796 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Wealth Enhancement Advisory Services first reported a position in DOX in Q3 2015 and has held it in 22 quarters since. The position peaked at $26.6M in Q4 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,796 shares of Amdocs worth $1.49M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 235,489 Amdocs shares in Q2 2026, an estimated $14.4M.
  • Amdocs made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1781 holding.
  • Wealth Enhancement Advisory Services first reported a position in Amdocs in Q3 2015 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Amdocs position peaked at $26.6M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.