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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
Q2 		– Sell
-74
Closed -$4.83K – 762
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 $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

Whipplewood Advisors's DOX Position: Q2 2026 in Review

Whipplewood Advisors sold out of Amdocs (DOX) in Q2 2026, closing a stake of 74 shares — an estimated $4.83K sold.

Whipplewood Advisors first reported a position in DOX in Q4 2024 and held it in 5 quarters. The position peaked at $8.05K in Q1 2025. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Whipplewood Advisors reported no remaining Amdocs position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 74 Amdocs shares in Q2 2026, an estimated $4.83K.
  • Whipplewood Advisors first reported a position in Amdocs in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Amdocs position peaked at $8.05K in Q1 2025.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.