Marks Group Wealth Management, Inc

Position in DOX — Amdocs Ltd

CIK 1802473 MINNETONKA, MN

Position in DOX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,724,055

-$2,279,755 QoQ

Shares Held

53,899

-29.7% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#133

of 444 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $22,749,270 across 6 Software - Infrastructure names. DOX ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	33,921	$12,653,210
2	ORCL	Oracle Corp	33,279	$4,877,036
3	DOX	Amdocs Ltd This page	53,899	$2,724,055
4	PLTR	Palantir Technologies Inc.	14,885	$1,736,632
5	SNPS	Synopsys Inc	968	$431,794
6	NTAP	NetApp, Inc.	2,110	$326,543

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,724,055	53,899	-29.7%	Shares	Sole	2026-07-28
2026-03-31	$5,003,810	76,675	-5.6%	Shares	Sole	2026-05-05
2025-12-31	$6,540,389	81,237	-10.0%	Shares	Other	2026-02-11
2025-09-30	$7,407,473	90,280	-2.4%	Shares	Sole	2025-11-10
2025-06-30	$8,438,331	92,485	-1.6%	Shares	Other	2025-07-22
2025-03-31	$8,600,633	93,996	+3.5%	Shares	Other	2025-05-01
2024-12-31	$7,733,436	90,832	-3.6%	Shares	Sole	2025-01-29
2024-09-30	$8,240,703	94,201	+1.7%	Shares	Sole	2024-10-30
2024-06-30	$7,306,571	92,582	+22.4%	Shares	Other	2024-08-14
2024-03-31	$6,834,683	75,630	+0.7%	Shares	Sole	2024-04-29
2023-12-31	$6,598,341	75,075	+1.2%	Shares	Other	2024-02-01
2023-09-30	$6,265,778	74,160	+0.6%	Shares	Sole	2023-10-30
2023-06-30	$7,287,617	73,724	+0.9%	Shares	Sole	2023-07-19
2023-03-31	$7,014,031	73,040	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$6,629,700	72,934	+0.3%	Shares	Sole	2023-02-06
2022-09-30	$5,774,505	72,681	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$5,915,093	71,001	-16.7%	Shares	Sole	2022-08-09
2022-03-31	$7,004,127	85,198	+6.3%	Shares	Sole	2022-05-10
2021-12-31	$6,000,521	80,178	+10.3%	Shares	Sole	2022-03-03
2021-09-30	$5,501,845	72,670	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$5,595,526	72,331	-0.0%	Shares	Sole	2021-08-10
2021-03-31	$5,074,931	72,344	-5.6%	Shares	Sole	2021-05-17
2020-12-31	$5,433,166	76,599	+0.1%	Shares	Sole	2021-02-08
2020-09-30	$4,392,782	76,516	+152.9%	Shares	Other	2020-11-10
2020-06-30	$1,841,801	30,253	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.