WANY
DOX icon

Wealthspire Advisors (New York)’s Amdocs DOX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-45
Closed -$3.72K – 1513
2025
Q3 		$3.72K Buy
+45
New +$3.9K ﹤0.01% 2432
2019
Q1 		– Sell
-17
Closed -$1K – 244
2018
Q4 		$1K Buy
+17
New +$1.07K ﹤0.01% 792

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s DOX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Amdocs (DOX) in Q4 2025, closing a stake of 45 shares — an estimated $3.72K sold.

Wealthspire Advisors (New York) first reported a position in DOX in Q4 2018 and held it in 2 quarters. The position peaked at $3.72K in Q3 2025. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 45 Amdocs shares in Q4 2025, an estimated $3.72K.
  • Wealthspire Advisors (New York) first reported a position in Amdocs in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Amdocs position peaked at $3.72K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.