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Whalen Wealth Management’s Amdocs DOX Stock Holding History

Whalen 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
2025
Q3 		– Sell
-7,065
Closed -$645K – 201
2025
Q2 		$645K Buy
+7,065
New +$632K 0.4% 69
2024
Q2 		– Sell
-2,279
Closed -$206K – 113
2024
Q1 		$206K Buy
+2,279
New +$208K 0.15% 109

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 $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Whalen Wealth Management's DOX Position: Q3 2025 in Review

Whalen Wealth Management sold out of Amdocs (DOX) in Q3 2025, closing a stake of 7,065 shares — an estimated $645K sold.

Whalen Wealth Management first reported a position in DOX in Q1 2024 and held it in 2 quarters. The position peaked at $645K in Q2 2025. 526 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

  • Whalen Wealth Management reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 7,065 Amdocs shares in Q3 2025, an estimated $645K.
  • Whalen Wealth Management first reported a position in Amdocs in Q1 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Amdocs position peaked at $645K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.