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Planning Strategies Inc.’s Amdocs DOX Stock Holding History

Planning Strategies Inc.’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 		$51 Buy
+1
New +$61 ﹤0.01% 1056

Other funds holding DOX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Planning Strategies Inc.'s DOX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Amdocs (DOX) in Q2 2026: 1 share worth $51. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings.

109 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Planning Strategies Inc. held 1 share of Amdocs worth $51 as of Q2 2026.
  • Amdocs was a new Planning Strategies Inc. position in Q2 2026.
  • Amdocs made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1056 holding.
  • 109 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.