Position in DOX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$17,247,239
-$8,876,967 QoQ
Shares Held
264,285
-18.6% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 2.099635240877238.ToString("F0")%
Shared 0.ToString("F0")%
None 97.90036475912277.ToString("F0")%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,345,730,553 across 72 Software - Infrastructure names. DOX ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,358,353 | $872,991,530 | |
| 2 | ORCL |
Oracle Corp
|
797,655 | $117,343,027 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
462,800 | $67,698,384 | |
| 4 | VRSN |
Verisign Inc/Ca
|
252,058 | $62,601,124 | |
| 5 | PANW |
Palo Alto Networks Inc
|
370,373 | $59,378,199 | |
| 6 | FTNT |
Fortinet, Inc.
|
261,458 | $21,366,347 | |
| 7 | DOX |
Amdocs Ltd
This page
|
264,285 | $17,247,239 | |
| 8 | NTAP |
NetApp, Inc.
|
92,599 | $9,481,211 |
All Filings in DOX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,247,239 | 264,285 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $26,124,206 | 324,484 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $11,634,115 | 141,793 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,405,249 | 48,282 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,393,921 | 48,021 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,828,769 | 68,461 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $5,723,816 | 65,430 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,971,565 | 62,995 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,636,105 | 62,367 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,390,381 | 61,331 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,111,729 | 60,501 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $1,525,570 | 18,557 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,324,817 | 17,702 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,166,009 | 15,401 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||