James T. Borello RIA
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James T. Borello RIA’s Amdocs DOX Stock Holding History

James T. Borello RIA’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
Q3 		$286 Buy
+5
New +$287 ﹤0.01% 1087
2026
Q2 		– Sell
-23
Closed -$1.5K – 1234
2026
Q1 		$1.5K Buy
+23
New +$1.68K ﹤0.01% 960
2025
Q4 		– Sell
-36
Closed -$2.95K – 1137
2025
Q3 		$2.95K Buy
+36
New +$3.12K ﹤0.01% 651

Other funds holding DOX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

James T. Borello RIA's DOX Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Amdocs (DOX) in Q3 2026: 5 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: James T. Borello RIA previously reported a position in DOX as recently as Q1 2026.

James T. Borello RIA first reported a position in DOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.95K in Q3 2025. 92 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • James T. Borello RIA held 5 shares of Amdocs worth $286 as of Q3 2026.
  • Amdocs was a new James T. Borello RIA position in Q3 2026.
  • Amdocs made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1087 holding.
  • James T. Borello RIA first reported a position in Amdocs in Q3 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's Amdocs position peaked at $2.95K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.