WT
DOX icon

Whittier Trust’s Amdocs DOX Stock Holding History

Whittier Trust’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
-12
Closed -$1.09K – 1453
2025
Q2 		$1.09K Hold
12
– – ﹤0.01% 1448
2025
Q1 		$1.1K Hold
12
– – ﹤0.01% 1430
2024
Q4 		$1.02K Hold
12
– – ﹤0.01% 1488
2024
Q3 		$1.05K Buy
+12
New +$1.01K ﹤0.01% 1491
2023
Q4 		– Sell
-3
Closed -$253 – 1548
2023
Q3 		$253 Buy
+3
New +$271 ﹤0.01% 1619
2020
Q4 		– Sell
-1
Closed – – 1417
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1437
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1420
2020
Q1 		$0 Hold
1
– – ﹤0.01% 1495
2019
Q4 		$0 Buy
+1
New +$68 ﹤0.01% 1535
2019
Q1 		– Sell
-216
Closed -$13K – 1437
2018
Q4 		$13K Buy
+216
New +$13.5K ﹤0.01% 1043
2015
Q2 		– Sell
-171
Closed -$9K – 1234
2015
Q1 		$9K Buy
+171
New +$8.63K ﹤0.01% 1027

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $14.3B AUM 23.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Whittier Trust's DOX Position: Q3 2025 in Review

Whittier Trust sold out of Amdocs (DOX) in Q3 2025, closing a stake of 12 shares — an estimated $1.09K sold.

Whittier Trust first reported a position in DOX in Q1 2015 and held it in 11 quarters. The position peaked at $13K in Q4 2018. 527 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

  • Whittier Trust reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 12 Amdocs shares in Q3 2025, an estimated $1.09K.
  • Whittier Trust first reported a position in Amdocs in Q1 2015 and held it in 11 quarters.
  • Whittier Trust's Amdocs position peaked at $13K in Q4 2018.
  • 527 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.