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Whipplewood Advisors’s Amdocs DOX Stock Holding History

Whipplewood 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 		$4.83K Buy
74
+60
+429% +$4.39K ﹤0.01% 623
2025
Q4 		$1.13K Buy
+14
New +$1.13K ﹤0.01% 393
2025
Q3 		– Sell
-88
Closed -$8.03K – 546
2025
Q2 		$8.03K Buy
88
+61
+226% +$5.45K ﹤0.01% 606
2025
Q1 		$8.05K Sell
27
-61
-69% -$5.32K ﹤0.01% 597
2024
Q4 		$7.49K Buy
+88
New +$7.72K ﹤0.01% 611

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

Whipplewood Advisors's DOX Position: Q1 2026 in Review

Whipplewood Advisors increased its Amdocs (DOX) stake by 429% in Q1 2026, buying an estimated $4.39K and bringing the position to 74 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Whipplewood Advisors first reported a position in DOX in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.05K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Whipplewood Advisors held 74 shares of Amdocs worth $4.83K as of Q1 2026.
  • Whipplewood Advisors bought 60 Amdocs shares in Q1 2026, an estimated $4.39K.
  • Amdocs made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #623 holding.
  • Whipplewood Advisors first reported a position in Amdocs in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Amdocs position peaked at $8.05K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

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